How the 2024 Presidential Election, Inflation, Market Volatility, and Taxes Can Affect Your Retirement

We will discuss the following:

• Retirement income: How can you create a steady and reliable income stream for your lifetime?
• Market Volatility: What strategies can you use now to protect against future market volatility and the next market correction?
• Inflation: Will your investment yields be able to keep up with inflation?
• Social Security: Will Social Security be there for me? How can I maximize my benefits?
• Taxes: What could you be doing now to prepare for the upcoming potential tax increase in 2026 and beyond?
• Changes in Employment: Important Information if you retired recently, plan to retire soon or changed your employer.
• Estate Planning: Can you transfer assets to your beneficiaries without taxes and probate?