You’ve worked hard your entire life saving and investing for your tomorrow, dreaming of the days when you could do ‘Whatever You Want’ – ‘However You Want’ – ‘Whenever You Want!’ Now that your retirement is near (or you’re already in it!), you have more questions than answers, such as: When should I take Social Security? How will taxes affect my retirement budget? Will my money last as long as I do?
Those are important questions, and mistakes in retirement can be costly. To help get you started on the right path, we’ve put together a collection of resources and guides, including Linda Gardner’s book “Your Money Your Retirement”.
Get your free Retirement Toolkit today, and start living the retirement that you’ve worked so hard to achieve!
Content is provided for information purposes only and is not a solicitation to buy or sell any products. The information is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of any individual situation. It is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional advisor. Investment advisory services offered through Brookstone Capital Management LLC, a registered investment advisor. Brookstone and Blue Heron Capital, LLC are independent of each other. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information. Ed Slott’s Master Elite IRA Advisor Group™ membership requires the advisor to pay fees for membership, attend training provided by Ed Slott and Company, pass semi-annual examinations and meet other membership requirements. Membership does not guarantee investment success and is not an endorsement. Blue Heron Capital, LLC is not a law firm and Linda Gardner is not an attorney. Linda Gardner and Blue Heron Capital are not affiliated with or endorsed by the Social Security Administration or any government agency.
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