Is This A Good Time to Retire?

Is This A Good Time to Retire?
Published: Aug. 4, 2020 at 10:25 AM CDT|Updated: Aug. 13, 2020 at 3:53 PM CDT
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Drue Kampmann of True Financial Partners, Bettendorf, talked with Paula about retirement during this time of economic uncertainty due to the pandemic. This Quad Cities investment expert provides five important guidelines to prepare for retirement no matter the economic conditions:

1.) Take a Savings Inventory

2.) Work with an Expert (for a personal touch)

3.) Rebalance Your Portfolio

4.) Renew Investment Strategies

5.) Consider Roth Conversions (tax considerations)

TRUE FINANCIAL PARTNERS / 3475 Utica Ridge Road / Bettendorf, IA / (563) 359-TRUE (8783) Toll Free: (877) 359-8783

This is one reason why planning doesn't stop once you reach retirement. Read more:

Posted by True Financial Partners on Friday, July 31, 2020

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