Kelley goes over a list of questions that a good comprehensive retirement plan will address when determining income strategies.  Those include Social Security claiming strategies, your budget, your legacy wishes, what to do with the equity in your home, and what protective measures you may need such as long term care protection.  She also stresses the importance of reevaluating your budget in times of high inflation and then answers some frequently asked financial questions.

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

California Wealth Advisors

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