Planning for retirement is no easy task. As you progress through your career and transition into retirement, there is a lot to be aware of. Below are 5 blindspots to be aware of as you plan for your retirement.
Blind Spot #1
Social Security and pensions aren’t the only ways to guarantee income in retirement.
Blind Spot #2
It’s easy to see why retirees claim Social Security as soon as they can. But what are they missing?
Blind Spot #3
Asset allocation is important. But what about asset location?
Blind Spot #4
Think you need to take all your required minimum distributions (RMDs) at age 70½? Think again.
Blind Spot #5
Your DIY (do it yourself) retirement should start with help from someone else.
Now that you are aware of the 5 retirement blind spots, it’s a great time to get in touch with us today and review your retirement plan. Contact us today, and keep your eyes on the road – to retirement!
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Live Oak Investors is more than investments. Our team of financial experts can assist you with every aspect of your financial needs. We have a reputation for being the firm that clients trust because we aspire to do what’s right for the client.
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Live Oak Investors was developed upon practices that offer something more than just the standard personal finance and investment packages. We take great pride in nurturing relationships that have been built on confidence, loyalty, and trust.
Planning Resources
With a custom financial strategy, we provide you with investments that will work toward achieving your financial goals. A diversified product line, unmatched resources and premier customer service IS the difference between investing and investing wisely.
