Financial “Elephants In The Room”

Are there “Elephants In The Room” when it comes to your retirement plans? You might unknowingly and unnecessarily have significant amounts of money “falling through the cracks” of your financial life. This week we take a look at some of the critical elements of retirement planning that are unfortunately sometimes overlooked. Listen in to our discussion to determine if you might have a few “Elephants” in your room. You might find that it's time to adjust the path of your Retirement Roadmap.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.