Paul looks at why more retirees are making the decision to return to the workforce.  He points at what to consider in your planning to help make sure you only return to work by choice.  He talks about how recession fears and high inflation are driving these decisions.  Paul then covers tips to keep your retirement finances in good shape such as understanding your lifestyle expenses, creating that retirement paycheck, and understanding the tax impact.  He then moved to some of the do’s and don’ts of retirement planning.  He discussed how you should regularly review your performance and strategies and adjust your risk tolerance and how you should not try to act like a professional day trader nor completely avoid risk.

You can reach Paul Roberts by calling 800-891-8680.

Roberts Wealth Management

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