Alan 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.  Alan 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?  He looks at a study survey that will give some insight.  Then he 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 Alan Cantrell by calling 479-935-9767.

Retirement Strategies Group of Northwest Arkansas

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