In this conversation, Kelley discusses the importance of estate planning and the various documents involved. She emphasizes the need to update trust documents regularly and highlights the importance of beneficiary designations. Kelley also counters bad financial advice, such as borrowing from retirement accounts during emergencies and relying solely on Social Security benefits in retirement. She stresses the importance of personalized retirement plans and diversification in investment portfolios. The conversation covers various aspects of comprehensive financial planning, including retirement needs, managing 401k in retirement, setting up income for life, saving on taxes, and choosing the right advisor.

You can reach Kelley by calling 800-810-8060.

California Wealth Advisors

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