Small changes in spending now can make big changes later. Always stick to your retirement plan for the best results.

Subtle changes in now can have big changes on your portfolio in the future. Today I explain how sensitive a retirement plan can be to situations that go beyond healthcare. I also discuss timing the market in retirement and how it can be trickier than when you are younger and building wealth. A poor withdrawal strategy hurt you and your legacy! Other topics include:

• When do you want to have a mortgage entering retirement?
• How to fix an old life insurance policy that is falling apart
• How self-employed people hurt themselves with taxes by incorporating
• Roth 401k vs. standard 401k’s

 

 

Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar this Thursday in Burlingame. Click HERE to sign up!

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220. Join me at my new show time with Rob Black on Tuesday and Wednesday from 6:00-7:00 a.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.