Studies show that many people in retirement make poor investment decisions that end up costing them dearly. Missing information, misconceptions, outdated information, opinions and critical missing facts can literally cost them thousands of dollars – not just in one year, but every year going forward until changes are made.


The good news is, though, that



Oftentimes, those giving you advice are focused on selling you various investment products and what can end up happening is an accumulation of a hodge-podge of investments that have no specific purpose or objective. This is where the trouble begins and it may cost you through unmanaged taxes, unmanaged- and poorly-chosen income sources and an undue amount of investment risk exposure.

It’s in our eye-opening meetings where our clients learn to ask the must-know questions first, before ever making an important financial decision.


So what are some of those questions?