Could a few smart moves before year-end make a meaningful difference in your retirement strategy? Heidi Ricken Provost discusses the critical financial decisions many retirees and pre-retirees face as the calendar winds down. From required minimum distributions and Roth conversions to tax planning, Social Security timing, risk tolerance, and retirement spending, she explores the questions that often keep people up at night. Learn why having a personalized strategy may be more important than chasing a retirement “magic number.”

Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to RickenFinancial.com.

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