Top 3 Risk Concerns

Published: Feb. 19, 2020, 5:40 p.m.

This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis will discuss the top 3 concerns involving risk in retirement planning. The first risk is running out of money. You should feel comfortable knowing you have enough income coming in for the rest of your life. The second is investment risk. Make sure you have a solid plan in place, so you don't need to worry about a market correction. Finally, tax risk. This is an under discussed area of retirement planning. Know your risk in your own tax situation and talk to an advisor that may be able to help you save money, while taxes are on sale.