Kelley covers mistakes to avoid in your retirement.  Some of the mistakes include selling investments in a panic mode, taking on too much risk, and ignoring tax strategies and the cost of healthcare and long-term care.  She also points out that a good retirement plan can help you in the transition from accumulation into distribution.  She stresses the importance of diversifying assets and separating income from investments.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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