New Focus on Wealth with Chad Burton

Wedding season has begun. Protect your marriage and your assets by following these tips.


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Summer has finally kicked off and wedding invitations are in the mail. Today I discuss things to do before and after your wedding, especially if this is a second marriage for you or your future spouse. For instance, how will your income change depending on alimony and child support? What does your postnuptial agreement cover that the prenuptial doesn’t? Other topics include:

  • The amazing amount of denial as investors snap up junk bonds and ignore current market returns
  • Long term portfolio draw and return strategies in retirement
  • Same-sex marriage and social security
  • Health as part of your retirement plan- DO NOT let your health force you into an early retirement
  • Projecting healthcare costs in retirement

 

 

Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar in Burlingame on July 13th. Click HERE to sign up!

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

 

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New Focus on Wealth with Chad BurtonBy Chad Burton

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