These 4 Questions can help improve your retirement plan and even help you think through if you're prepared for possible future corrections.
I encourage you to listen to each one and pause the video to think about or write down answers to each question
These questions come from Ben Carlson and his Wealth of Common Sense blog and I chose the top 4 that could be most helpful to those who are close to or in retirement.
-Dave Zoller, CFP®

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❤️[THE "DO IT YOURSELF" RETIREMENT PLAN]
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Sons and Daughters-Nickolas Jones
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Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content.
Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.

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