Ed covers the topic everybody’s talking about and that’s inflation.  He talks about the need to have a growth aspect in your retirement plan, planning for healthcare costs, and even touches on TIPS and I-bonds.  He also covers going through the different phases of retirement to pre-retirement planning, the big day, the honeymoon phase, and creating your new retirement identity. He then moves to tax considerations when selling a large piece of property or a business.

You can reach Ed Storer and the team by calling 800-563-7030.

The Wealth Training Academy

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