For Retirees

Videos

5 Tips for Retirees- Tip 1- Tax Bracket Management

5 Tips for Retirees- Tip 2- Medicare Planning

5 Tips for Retirees- Tip 3- Social Security Do’s and Don’ts

5 Tips for Retirees- Tip 4- Exercises to Prepare for Retirement

5 Tips for Retirees- Tip 5- Set After Retirement Goals

10 Tips for Current Retirees – Tip 1- Have a Team of Trusted Advisors

10 Tips for Current Retirees – Tip 2- Recognize Your Investor Bias

10 Tips for Current Retirees – Tip 3- Be Aware of Annuities

10 Tips for Current Retirees – Tip 4- Have a Game Plan for Long Term Care

10 Tips for Current Retirees – Tip 5- Track Monthly Spending

10 Tips for Current Retirees – Tip 6- Don’t Base Investment Allocation on Your Age

10 Tips for Current Retirees – Tip 7- Consider How You Will Spend Your Time

10 Tips for Current Retirees – Tip 8- Have a 7 Year Spending Back Up

10 Tips for Current Retirees – Tip 9- Have a Game Plan Around Social Security

10 Tips for Current Retirees – Tip 10- Plan Your Travel

10 Mistakes That Retirees Make and How to Avoid Them: Tip 1-Underspending

10 Mistakes That Retirees Make and How to Avoid Them: Tip 2- Failing to Diversify

10 Mistakes That Retirees Make and How to Avoid Them: Tip 3- Being Too Conservative

10 Mistakes That Retirees Make and How to Avoid Them: Tip 4- Ignoring International Stocks

10 Mistakes That Retirees Make and How to Avoid Them: Tip 5-Not Addressing Inflation

10 Mistakes That Retirees Make and How to Avoid Them: Tip 6- Mismanaging Withdrawals

10 Mistakes That Retirees Make and How to Avoid Them: Tip 7- Annuities

10 Mistakes That Retirees Make and How to Avoid Them: Tip 8- Timing the Market

10 Mistakes That Retirees Make and How to Avoid Them: Tip 9- Paying Too Much in Fees

10 Mistakes That Retirees Make and How to Avoid Them: Tip 10 – Relying on “Common Knowledge”

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