Retirement planning goes beyond the balance in your accounts. Esa Jokela and Jackie Selby discuss reviewing beneficiary designations alongside estate documents, comparing fixed annuity options, and connecting income needs, investment risk and taxes in a personal retirement plan.

For a no-cost, no-obligation financial review, call 888-919-9311 or visit Ambassador Wealth Management.

This program provides general information, not individualized investment, tax or legal advice. Consult qualified professionals about your situation. Fixed insurance and annuity guarantees are subject to the issuing company’s claims-paying ability.