Regarding retirement savings, Jay covers six things that can trip you up and how to avoid them. He also walks through key factors to consider from financial readiness to your desired lifestyle in retirement and then moves into a discussion on estate planning including wills and revocable trusts.
Reach Jay at 800-351-8836.

Navigating the Transition to Retirement
54:28

The Importance of Social Independence
54:29

Facing the Quiet Fears of Retirement
54:27