Kelley points out how retirement planning is different now due to many factors such as dwindling pensions and longevity.  She talks about the importance of building income, protecting your wealth, and factoring in health care costs and inflation.  She then moves into discovering fees you may be paying and avoiding unnecessary costs in retirement including penalties.  Kelley then keeps the conversation grounded in reality as he debunks some retirement myths and old ways of thinking in crafting retirement strategies.

You can reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors

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