Description

Once you reach retirement, how do you know whether you’re doing everything you can to succeed? There are specific questions you can ask and we will address some of those key topics in this episode. We explore things like annuities, tax efficiency, Social Security, inflation protection, and estate planning to make sure you know you’re in the best position for retirement.

Here’s some of what we cover in this episode:

• How do you know if you should buy an annuity for retirement income?
• How do you know how to balance saving for retirement and other financial goals?
• How do you know if your retirement plan is tax-efficient?
• How do you know how to protect your retirement savings from inflation?
• How do you know if you need a trust or an estate plan?

Contact Desmond:

Visit https://www.clcfinancial.com/ or call 910-323-5700.