Landmark Birthdays & Retirement Planning

 

Retirement and retirement planning bring what we would call “Landmark Birthdays” to your financial life. This week we review what these “Landmark Birthdays” are and what they mean in terms of financial and retirement planning. Take a few minutes to make sure you know about these birthdays and what you can do to take advantage of the planning opportunities.

 

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.