Kelley discusses the essential steps to replace your paycheck in retirement, emphasizing the importance of a detailed budget and understanding various income streams. She highlights common mistakes made by baby boomers, such as underestimating longevity and ignoring inflation. Additionally, Kelley addresses the need for planning for long-term care and medical costs, advocating for a holistic approach to financial planning that includes estate planning and tax strategies.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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