Paul covers some solid planning tips to help you retire in a challenging economy in 2023.  Understanding sequence of returns and possibly delaying Social Security are part of the conversation.  What are some important questions you should be able to answer when considering your retirement and income plan?  Those include your budget, your tax strategies, long-term care protection, and other sources of income in your retirement.  Paul also covers protecting your income in retirement.

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

Roberts Wealth Management

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