The Five Big Cha Cha Changes

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Most of the time when I (Shea) tell folks that I work in retirement planning, they nod and say something to the effect of, “Sounds kinda boring!” Honestly, at first, I too thought it would be boring … but I was wrong. There’s not a day that goes by where a client can’t be helped in some way. Not only are people’s lives complex, but their accounts are too. The rules and regulations have changed quite a bit over the last five years, and there are five big changes to be aware of if you’re thinking of retirement soon.

We’re here for you to help take the mystery out of retirement so that you can actually enjoy it!