Important Terms To Know

When it comes to financial and retirement planning it's important to know and understand a number of important terms. This week we take a little time to review some terms that are not necessarily understood by all retirees and soon to be retirees. Take a few minutes to listen in on our discussion of these need to know terms. It's critical that as you travel the Retirement Roadmap you can make informed decisions and understanding certain terms is of utmost importance.

 

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.