Kelley covers steps to take in the financial red zone, the five to ten years before you retire, that can help make sure your money takes you all the way through retirement.  She covers creating tax-diversified sources of income, looking at opening a Health Savings Account for those eligible, eliminating debt, and creating that financial plan with a retirement specialist.  What is the compounding effect of inflation and the loss of purchasing power and how is that affecting retirees and soon to be retirees?  Kelley provides answers along with discussing strategies to factor in high inflation.  She closes by looking at certain behaviors that could potentially sabotage your retirement plan such as not looking ahead, being overly optimistic with your budget, and procrastination.

You can reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors