Kelley looks at strategies to have in place when you first retire.  He covers the adjustment period, prioritizing expenses, continuing to save, having a Social Security Strategy, and seeking out professional help.  Kelley also discusses the next wave of retirees-Generation X.  These are the people born between 1965 and 1980.  The older ones are clearly in the financial red zone but are they ready?  She looks at a study survey that will give some insight.  Then she moves into some things to consider at the end of the year including maximizing your 401(k), IRA, Roth, and Health Savings Account savings and looking at strategic tax moves.

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

California Wealth Advisors

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