Potential Topics for Discussion

  •  How to increase your cash flows and reduce your taxes
  •  Determine differences between traditional and Roth IRAs
  •  Ways to minimize investment fees and hidden charges
  •  Strategies for increasing your Social Security payments
  •  How to develop and implement an investment portfolio
  •  How to implement protective measures in a falling stock market
  •  Ascertain risks and what perils can be effectively covered by insurance
  •  How to not outlive your income in retirement
  •  What to analyze when your employer offers you a lump sum retirement option
  •  Determine who should assist you in the management of your investments

PS. You must take the “bull by the horns” and acquire the information you deserve.