Retirement 360
Retirement 360
Alan Mercurio
Financial Planning and Its Myths
48 minutes Posted Sep 17, 2018 at 2:51 pm.
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Having a team of advisors - retirement, investments, taxes, legal - is not just for a select audience. Every day, our advisors answer questions and address the following:
Myth: Financial planning is only for rich people.
Myth: Financial planning costs too much.
Myth: Financial planning can wait until life settles down.
Myth: Get one plan, and you’re set.
Myth: I’ll pay fewer taxes in retirement
Having a team, a whole team, that manage and have your best interests in mind, is part of our Retirement 360 Game Plan. We plan for individuals, couples, and families. We address couples in particular and explain by both parties need to be equally involved in planning and decision making.