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In this episode of Kelley's Bull Market News, Kelley Slaught discusses the importance of maintaining a comprehensive financial plan, which includes not only investments but also risk management, estate planning, and income strategies for retirement. She emphasizes the need for personalized plans that address individual circumstances, particularly in light of increasing longevity and the complexities of modern financial markets. 

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

In this episode of Kelley's Bull Market News, Kelley Slaught discusses the importance of maintaining a comprehensive financial plan, which includes not only investments but also risk management, estate planning, and income strategies for retirement. She emphasizes the need for personalized plans that address individual circumstances, particularly in light of increasing longevity and the complexities of modern financial markets. 
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.