Paul talks about the announced Social Security Cost of Living Adjustment for 2023 pointing out that it is the highest in forty years but also that inflation is as well.  He discusses how this high inflation, volatility, and rising interest rates must be factored when planning for retirement.  Paul gets into the sudden shift for retirees when entering retirement and goes over the process of “deaccumulation.”  Then he looks at retirement challenge solutions such as planning for inflation in your other retirement income streams, preparing for out-of-pocket health care costs, and building good tax strategies.

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

Roberts Wealth Management

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