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.
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