Adam Wolf talks about how people need to start re-checking their financial strategies as they near retirement or go through other season-changes in life. Adam details the importance of gaining a second opinion and three areas where people often leave money on the table by not reflecting on their strategy: tax planning, amount of risk, and fees (especially in 401(k)s). He also laments the lost season that his beloved Jacksonville Jaguars had.
Ready to build your retirement plan? Visit https://wolfretirement.com/ or give us a call at 904-944-5828 to connect with Adam and his team today!
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