Paul demonstrates how small measures could make a big difference in light of the current economic climate.  Strategies discussed include using credit cards to your advantage, reevaluating your insurance coverage, and even looking at services to consider cutting such as streaming services you never use.  He then moves to potentially costly mistakes to avoid such as accessing retirement funds early and failing to maximize your Social Security benefits.  Paul closes with a discussing on how to rectify potential retirement killers.  He talks about the need to have an income plan in writing, avoiding pie-in-the-sky investment returns, and knowing your risk tolerance.

You can reach Paul Roberts by calling 800-891-8680.

Roberts Wealth Management

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