Kelley highlights mistakes to avoid in retirement planning including not factoring inflation and longevity, overestimating income, and not finding the balance of conservative and aggressive in investing.  She looks at life events when it is important to consult your financial professional.  Those include job change or loss of job, marriage, divorce, loss of spouse, and caring for a parent.  Then she moves into a conversation which points out how retirement of today is different from that of our parents and grandparents.  Certainly, the dwindling away of the private sector pension is included along with longevity, changing habits of how and when we retire, and health care concerns that can come with a longer life.

You can reach Kelley Slaught by calling 800-838-8060.

California Wealth Advisors

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