Sam, Andi and Luke hightlight mistakes to avoid in retirement planning including not factoring inflation and longevity, overestimating income, and not finding the balance of conservative and aggressive in investing.  They look at life events when it is important to consult your financial professional.  Those include job change or loss of job, marriage, divorse, loss of spouse, and caring for a parent.  Then they move into a conversation which points out how retirement of today is different from that of our parents and grandparents.  Certainly the dwindling away of the private sector pension is included along with longevity, changing habits of how and when we retire, and health care concerns that can come with a longer life.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

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