Financial Safari with Marty NevelFinancial Safari with Marty Nevel

Financial Literacy-Dividend Stocks-Retirement Basics

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Marty goes over what should be considered when nearing retirement such as taking advantage of catch-up contributions, looking at your investment strategies, and making decisions about your Social Security.  The discussion then moves into fortifying your portfolio and your retirement plan during times of market volatility and five mistakes to steer clear of when considering your retirement plan.

You can reach Marty Nevel by calling 888-519-9096.

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  1. Financial Safari with Marty Nevel

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Financial Safari with Marty Nevel

Our goal is to look at your personal situation and work with you to make effective and wise decision 
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