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Jul 10, 2020

Do you have a plan or even starting planning? Steve explains how important it is to start planning TODAY! Then, hear how Steve helps his clients create the income they need to support themselves financially, fulfill their bucket list and be ready for whatever happens in the future.

Did you know the #1 fear of planning for retirement is running out of money? Just like you do during your working years, even in your retirement there has to be some give and take; otherwise you could be in big financial trouble or even run out of money! 

Plus, According to Fidelity, retirement savers have been following “generic financial advice,” which is to stay invested in the market  and keep contributing to their 401(k)s and IRAs.  Is that what we should be doing? Steve weighs in! 

Contact Steve today and setup a time for a phone call, a ZOOM meeting or if you feel comfortable, come in the office where we have all safety precautions in motion and are practicing social distancing.