Don and Ashley talk about the announced Social Security Cost of Living Adjustment for 2023 pointing out that it is the highest in forty years but also that inflation is as well.  They discuss how the high inflation, volatility, and rising interest rates must be factored when planning for retirement.  Don and Ashley get into the sudden shift for retirees when entering retirement and goes over the process of “de-accumulation.”  Then they look at retirement challenge solutions such as planning for inflation in your other retirement income streams, preparing for out-of-pocket health care costs, and building good tax strategies.

You can reach Don Spini and Ashley Patterson by calling 800-514-4575.

DNA Wealth Partners

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