The conversation covers a range of financial planning topics, including auditing beneficiaries, retirement savings, Social Security benefits, RMDs, health care costs, and various risks in retirement planning. Logan Marcus provides insights and advice on how to manage these aspects effectively. The conversation covers a range of life events and their financial implications, including retirement planning, social security benefits, risk management, and the importance of working with a financial advisor.  Logan also addresses the need for a comprehensive review of financial plans and the impact of life changes on retirement strategies.

Reach Logan at 800-874-8380.