{1:00 minute to read} In mountain climbing, the goal for most people is to get to the top. The challenge, however, is that once you are at the top, you need to make it back down to the bottom. In the 2015 movie Everest, which documents an expedition by a group of climbers, getting down the mountain was truly the challenge.
So it is with retirement planning. Once you have reached the retirement goal, will the planning you have done be enough to last?
The risks to retirement planning are very significant. They include:
- Longevity;
- Market volatility;
- Interest rates;
- Health care costs – specifically long term care.
The video below outlines some of the challenges with which we can help. Most of the deaths from Mount Everest occurred on the way down. Watch the video, and give us a call.
Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC
Founder / President, Strategic Wealth Advisors Network
(631) 262-9254
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Michael@SWANWealth.com
www.SWANWealth.com
Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.
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