Retirement Done Right w/ David & Pat

Top 5 Issues to Consider When Retiring


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JT and David discuss the top 5 issues to consider before retirement.  They include:

-Cash flow: How much will you need?
-Income: Where will your money be coming from?
-Health Insurance: What will you and your family do for health insurance?
-Investment Management in retirement: will you change how you are invested in retirement?
-Tax Planning in retirement: Factors to consider when accounting for taxes in retirement.

If you would like to learn more please contact us at www.contwealth.com

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Retirement Done Right w/ David & PatBy David Rath, CMT®, CFA® & Patrick Kalish, CFP®