Karen Petrucco Photo
Prudential Logo

1021223-00006-00

Advisor Name, designations

Financial Professional

 

Prudential Advisors

236 Broadway

Menands, NY 12204

 

Phone:  800-243-5334

Fax:      800-720-0780

 

 

Email: sales@ltmclientmarketing.com

Website: letstalkfinancialwellness.com

March/April 2025

Watch Out for These Retirement Mistakes

presentation of retirement plan on flip chart- vector illustration

The stakes in retirement planning are higher for affluent individuals. So, to have the retirement you want, be mindful of common mistakes, such as not:

  • Regularly meeting with your trusted professional to update your portfolio to meet current needs,

  • Reviewing and revising estate goals or estate documents to reflect current net worth and concerns,

  • Updating insurance,

  • Keeping current with the cost of healthcare.


By staying informed and proactive, you can navigate the complexities of retirement planning with confidence and peace of mind.

677987


CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

Life insurance is issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Securities products and services are offered through Pruco Securities, LLC (Pruco) (member SIPC). Prudential and its representatives do not give tax or legal advice. Please consult with your own advisors regarding your particular situation. Prudential, the Prudential logo, and the Rock Symbol are service marks of Prudential Financial Inc., and its related entities, registered in many jurisdictions worldwide. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries.
This newsletter is general educational information provided by a Prudential Financial Professional and is not intended to market or sell any specific products and services, but rather provide general information about the subject matter covered only.
Prudential Advisors and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Marketing Specialists LLC, an unrelated third party. Articles are not written or produced by the named representative.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.