Kelley explains how proper planning can help ease the panic many feel when they retire and lose that paycheck.  She explains an income plan and a budget can help with the transition from saving to spending.  The conversation then moves to proper tax strategies to avoid the retirement “tax trap” and then Kelley discusses the importance of proper estate planning.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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