Weston Lindeman discusses the historical impact of financial crises and what we can learn from them to better prepare for retirement.  He explores the similarities between the Great Depression and the Great Recession, emphasizing the importance of planning to avoid losses and mitigate downside risk.  He also discusses the potential changes to Social Security and the need for a comprehensive retirement plan that accounts for legislative risk.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

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