Kelley covers retirement savings strategies to consider and some to at least give a second thought.  She discusses fixed annuities, Roth IRAs, Dividend Aristocrats, and Health Savings Accounts as some vehicles to strongly consider.  She stresses being properly proportioned as to how much you keep in a savings account, the pros and cons of CDs and Money Markets, and how much you should have in low risk investments.  She also talks about the Fed and the effect that rising interest rates could have on your portfolio.

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

California Wealth Advisors

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