WHEN IT COMES TO RETIREMENT PLANNING
there’s so much to consider. Will your money last as long as you live? What happens if you have a health care crisis? Will your loved ones be provided for if something happens to you?
Yet living a 5-star retirement starts with proper planning. And tackling that planning by yourself may mean you miss answering critical questions about your future. Authors Mike Reppert, CFP®, and David Faulkner, CFP®, walk you through the risks and pitfalls of retirement planning, using their combined knowledge and personal experiences to show you:
- Strategies for creating lifetime income
- Why taxes are a threat to your retirement
- How to prepare for the possibility of a long life
- The role of Social Security in your retirement plan
- Steps you can take to protect your family and the assets you’ve worked hard to build
Fill out the form below to download the first chapter of “The 5-Star Route to Your Remarkable Retirement.”
About the Authors
Mike Reppert, CFP®, Certified Senior Advisor®
David Faulkner, CFP®
Mike Reppert, CFP®, is senior partner with Spectrum Advisors, a full-service financial planning firm he founded in 1982. David Faulkner, CFP®, brings more than 20 years of experience to his role as financial advisor at Spectrum Advisors. Their shared goal is to empower individuals to take charge of their financial futures, helping their clients achieve a 5-star retirement.
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