As much as we'd like our financial lives to be simple and certain, they are the furthest thing from that.
To make matters worse, many of us go through our working lives and in retirement believing everything we're told is true and in our best interests.
If I could do one thing for you today...it would be to get you to open your mind to take a long look at your financial situation, your retirement planning and NOT just believe that everything is okay.
We've put together 5 Key Issues for you to consider and you can see them in the survey below. Please, please take the survey, answer the questions TRUTHFULLY and if you don't like those answers, take a chance and let someone else take a look at your situation to see if in fact everything is okay.
If you'd like for us to do that, you'll be able to request that at the bottom of this page.
Thanks,
Kurt
To make matters worse, many of us go through our working lives and in retirement believing everything we're told is true and in our best interests.
If I could do one thing for you today...it would be to get you to open your mind to take a long look at your financial situation, your retirement planning and NOT just believe that everything is okay.
We've put together 5 Key Issues for you to consider and you can see them in the survey below. Please, please take the survey, answer the questions TRUTHFULLY and if you don't like those answers, take a chance and let someone else take a look at your situation to see if in fact everything is okay.
If you'd like for us to do that, you'll be able to request that at the bottom of this page.
Thanks,
Kurt