Kelley discusses the latest Consumer Price Index (CPI) report, its implications for inflation, and how it affects retirees.  She emphasizes the importance of having a solid financial plan that accounts for inflation and healthcare costs. The conversation transitions into retirement planning, addressing key questions that individuals nearing retirement should consider, including budgeting, income needs, and legacy planning. Kelley provides insights into various investment strategies and the importance of a comprehensive approach to wealth management.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com