Connect with us:

RETIREMENT PITFALLS

Sometimes it is a good idea to review your retirement planning strategy and ask yourself if you are taking action that is sufficient to avoid some common pitfalls. This week’s article reminds us of six: waiting too long to save, not taking advantage of “Free Money”, underestimating medical expenses, lack of balance in your portfolio, relying on Social Security only, and retiring too early. If any of these are of concern to you and you would like to discuss options that may be available to you, call us. We’re always here to help.

Click Here to Read Full Article

Scroll to Top

*DISCLAIMER: This news page is for informational purposes only and does not constitute a complete description of our services or performance. This News page is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this News page should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESS OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. All logos and trademarks are the property of the respective trademark owners. Use of third-party trademarks shall not be construed as affiliation, endorsement, or joint venture. ® and TM denote registered trademarks in the United States and other countries. This commentary was created by a third party for the Agent’s use.

By contacting Dustin Grimes OH Insurance License #804074 / DPG Senior Signature Solutions / DBA Grimes Financial Partners OH Insurance License #1130721, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.