A successful retirement plan should focus on more than just managing your financial accounts. This week we dive into holistic planning. What does mean? And how not taking a holistic approach to your retirement plan can lead to unexpected and often unnecessary expenses.
Interesting Reads
ss.gov: Taxes and your Social Security Benefit
Kiplinger.com: Why a Good Retirement Plan Isn’t Separate Pieces
Kelly Racicot is a Retirement Income Certified Professional and the owner and founder of Hometown Retirement Specialists, LLC. She specializes in working with retirees and those who are approaching retirement age. Kelly has a deep understanding of the unique challenges and opportunities that retirees are facing. Her expertise focuses on retirement income planning, asset protection, estate strategies and Medicare.
If you have questions about topics discussed on the show or if you’d like to learn more about Kelly and Hometown Retirement Specialists check out www.yourHRSagent.com
Get in touch
Email info@yourhrsagent.com
or call 814-419-8424
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https://www.linkedin.com/in/kelly-racicot-697ab954
Kelly Racicot, RICP® is the owner and founder of Hometown Retirement Specialists, LLC. Neither Kelly or her company are affiliated or endorsed by CMS, Medicare, the Social Security Administration, or any government agency.
The preceding information does not constitute tax, legal or investment advice. All opinions and information shared in this episode is for informational purposes only and should not be acted upon with the assistance of a qualified and licensed professional. Guarantees mentioned are subject to the strength and claims paying ability of the insurance company and any mention of rates or performance are subject to change without notice. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell products to any residents of any state in which Kelly or her firm is not licensed or where otherwise legally permitted. Kelly is licensed in Pennsylvania, Ohio, Maryland and California.
If you have questions about the show, Kelly or Hometown Retirement Specialists please visit us online @yourHRSagent.com
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