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Kelley discusses the importance of holistic retirement planning, emphasizing that it encompasses more than just financial assets.  She explains the differences between traditional and holistic planning, the role of technology, and various tax strategies that can enhance retirement outcomes.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley discusses the importance of holistic retirement planning, emphasizing that it encompasses more than just financial assets.&nbsp; She explains the differences between traditional and holistic planning, the role of technology, and various tax strategies that can enhance retirement outcomes.
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>
<a href="https://www.californiawealthadvisors.com">www.californiawealthadvisors.com</a>
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Kelley's Bull Market News brings you the latest retirement news and planning tips from leading expert Kelley Slaught of California Wealth Advisors. Tune in as we explore the world of maximizing social security, minimizing taxation and fees and making sure your dollars are working for you and not your broker.