Take a hands-on approach to your retirement planning. Discuss these issues with your financial planner before it’s too late.

The year will be over before we know it and you have less than two months to make any major tax moves. There is not enough proactive planning by people these days to take advantage of the opportunities out there. Today I cover year-end tax planning strategies. Topics include:

• The negative effects of historically low interest rates on retirees
• The long term care disaster
• How tax cuts changed planning

 

 

Retirement planning is more complicated than ever. Please join Rob Black and I for our Retirement and Income Planning seminar this Thursday, November 14, 2019 in Burlingame. 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.