Retirement Fundamentals

 

Understanding retirement income and how financial planning is different in retirement than during the working years is critical to having a successful retirement. This week we review some of the fundamentals that are important to understand and to implement when navigating your retirement years. Take a few minutes to review how you are doing with the “Retirement Fundamentals” and 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.