On the January 2nd show, Joe Lucey and Derek Fautsch covered New Year’s views on transformations vs. transactions, financial product pros and cons, and 5 Star Planning and the recent changes to Social Security. Make retirement planning a part of your 2016 strategy. Here are a few suggested resolutions for the New Year;
- Consider a custom retirement plan that includes income, investment, tax, health care and legacy planning.
- For taxes, plan ahead regarding required distributions.
- Educate yourself with information on recent changes to Social Security’s past strategies including file and suspend and restricted applications.
- Resolve to know the differences between financial products and the value of transformations vs. transactions.
At Secured Retirement Advisors, we offer courses and free consultations that can get you started. “Retirement Elevated” a class to be held at the Minnesota State Edina campus begins January 25th, 2016 with more sessions to come. For those wishing for a one-on-one review, we also offer a 3 Step Review or Social Security analysis. For a complementary consultation or to attend a class call Secured Retirement Advisors at 952-460-3260.
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