A financially secure and happy retirement doesn't just happen; it takes planning and some modifications as you get older. In this video, Peter with Richon Planning and Erin Kennedy walk through some mistakes:

1. Not Having a Plan
2.  Forgetting about Inflation
3.  Not Creating any Tax-Free Income
4.  Investing too Conservatively
5. Taking on too much Risk as You near Retirement

If you'd like to speak with a fiduciary advisor about creating a financial plan that is uniquely tailored to your financial goals, please give Peter a call at (919) 300-5886 or set up a complimentary consultation by visiting www.RichonPlanning.com

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