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7 Common Mistakes Many Retirees Make With Their Finances

At this event, we will go over some common mistakes many retirees make with their finances and help you learn how to avoid them.

These mistakes include:

  1. Investing as though you are still working.
  2. Not protecting your core nest egg.
  3. Not guaranteeing basic income needs.
  4. Not paying attention to portfolio costs.
  5. Paying taxes on phantom income.
  6. Assuming IRAs are always a good thing.
  7. Not understanding the cost of liquidity!

To learn more about our no obligation 3 Step Review process to assure any financial decision is right for you, give us a call at 318-387-8918 or contact us at Facebook or Twitter. Thank you. 

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"Roadmap to Retirement Income”
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    Investment advisory services offered through Fletcher Financial Group, a State Registered Investment Advisor.

    Insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.