A True Plan Focuses On More Than Just Income
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, discuss the benefits of having a true retirement plan. Contrary to what some people think, a true plan doesn’t just focus on income. Your plan should focus on all the areas of the SHP Retirement Road Map®; investment planning, tax planning, legacy planning, health care planning, as well as income planning. Keith, Matt, and Derek, will tell a story about a couple that came into the SHP office and how they were able to help build a plan for them, beyond just income planning. Finally, they discuss 5 or 6 strategies to take from a tax perspective, to make sure your money lasts for the rest of your life.