Anyone with an eye to retire should always keep their financial planner in the loop with any concerns about their investment portfolio.
There’s a lot to learn, and many terms and definitions can be confusing.
Retirement tips come your way every Sunday on 9&10 News at 11:30 a.m. on the show, Retiring Well.
This week, the team at Centennial Wealth will give you a complete-picture case study: they’ll dive into the details with a local couple about what planning looks like for them.
Financial Advisor Jon Torbet, with Centennial Wealth, says “So, going to be talking about topics such as investment planning, income planning, tax planning, estate planning, and healthcare planning. And how all of those come together as a holistic plan.”
Retiring well is put on by Centennial Wealth Advisory. You can catch it right here on 9&10 at 11:30 Sunday morning.