Retirement Mistakes to Avoid

 

Kelley covers mistakes to avoid in your retirement.  Some of the mistakes include selling investments in a panic mode, taking on too much risk, and ignoring tax strategies and the cost of healthcare and long-term care.  She also points out that a good retirement plan can help you in the transition from accumulation into distribution.  She stresses the importance of diversifying assets and separating income from investments.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

Kelley's Bull Market News with Kelley Slaught

Kelley's Bull Market News brings you the latest retirement news and planning tips from leading exper… 

Social links

Follow podcast