Sales SamplesTEST

Financial Advisor

 

YOUR COMPANY

236 Broadway

Menands, NY 12204

 

Phone:  800-243-5334

Fax:        800-720-0780

 

Email: sales@ltmclientmarketing.com

Website: www.letstalkmoney.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.


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