What do you do if you find yourself behind on retirement planning?

Some people have the mindset that you should live for today and forget about tomorrow. It’s no surprise that this way of thinking not only delays your retirement date, it probably also means changing the way you live. Today I explain expenses and habits that need adjusting when you are seriously behind on saving for retirement. Other topics include:

• Issues of incorporating
• Estate tax repeal – is it good or bad?
• Sal’s company was sold and has to make decisions on his pension plan and 401k. What should he do?
• 401k planning
• Is it possible to avoid probate without paying for a living trust?

 

 

Retirement planning is more complicated than ever, but focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.Please join us for our Retirement Income Strategies and Estate Planning Seminar On November 16th at the Toll House Hotel in Los Gatos. Click HERE to sign up!

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's 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.