Your approach to investing in retirement can certainly be different than earlier in your life. Paul runs through some things to consider and some practices to avoid.  They include having a proper philosophy that can be flexible and able to change over time and to avoid questioning your plan due to volatility,  trying to outperform the market, and letting your emotions get the best of you.  Paul looks at four financial gaps that could stand in your way to retirement.  They include the knowledge, resources, perception and empowerment gap.  He also expands on some of the observations of Morningstar’s Christine Benz.

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

Roberts Wealth Management

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