What if you have a plan for retirement in place and then life happens?  Weston Lindeman talks about the need for a good retirement plan to be flexible in the event of job loss, change in marital status, caring for parents, or health event.  The conversation also includes retirement mistakes to avoid such as underestimating the impact of inflation and your longevity and being too conservative or too aggressive in investments.

You can reach Roberts Wealth Management by calling 800-891-8680.

Roberts Wealth Management

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