Cover Your Assets

Careful and Strategic Retirement Planning


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Logan offers tips to help you get a head start on your retirement planning.  Some include determining your retirement date, assessing your income and expenses, adjusting for inflation, and determining r asset allocation.  She looks at some do’s and don’ts in retirement planning like reviewing your portfolio, contributing to an emergency fund and avoiding over investing in one stock and the hesitation to change your investments. 

You can reach Logan Marcus at Alpha Omega Wealth by calling 800-874-8380.

 

See omnystudio.com/listener for privacy information.

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Cover Your AssetsBy Logan Marcus