Making the Smartest Financial Moves in Retirement скачать в хорошем качестве

Making the Smartest Financial Moves in Retirement

The Merriman Financial Foundation and the Bainbridge Community Foundation were co-sponsors of the 8th Annual Financial Literacy Series.  We were thrilled to have Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar join us again this year.   During the series there were presentations for investors ages 20-40, 40-65, 65 and beyond, as well as a special presentation on Social Security. Christine was the perfect presenter for those on the cusp or in retirement as she and other experts at Morningstar have been major sources of important research on the topic. This information is intended to be used and must be used for information purposes only. We are not investment or tax advisors, and this should not be considered advice. It is very important to do your own analysis before making any investment or employing any tax strategy. You should consider your own personal circumstances and speak with professional advisors before making any investment. The information we present is based on our own research and opinions. We believe the information presented herein to be true and accurate at the time of publication but do not guarantee the accuracy of every statement, nor guarantee that the information will not change in the future. It is important that you independently research any information that you wish to rely upon, whether for the purpose of making an investment or tax decision, or otherwise. No content on the website (paulmerriman.com) or related sites, nor any content in our newsletters, email, or related content, constitutes, nor should be understood as constituting, a recommendation to engage in any of the investment strategies we present. Sign up for our bi-weekly newsletter and get our free pdf books- https://paulmerriman.com/signup We’re Talking Millions — 12 Simple Ways To Supercharge Your Retirement 2-Funds for Life: a quest for simple and effective investing strategies