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Lowcountry Money Talk

Biggest fear Retirees have is Running out of MONEY
What NOT to do with YOUR MONEY

CAN Historical Numbers Predict the FUTURE?

Have You been having Signs & Symptoms
of Heartburn & Anxiety?

Rule of 100s

When was the last time you had a Portfolio Analysis?

How does the End of the Quarter
effect Your Finances?

Are YOU protected for a FINANCIAL HURRICANE?

Taxes:
Is your IRA withdraw causing your taxes to go up?

Risk VS Reward:
Is your portfolio RISK right for your age?

Fees & Expenses:
Do you really know how much you are paying?

Did YOU spend more time Planning for
Your Vacation vs Your RETIREMENT?

Great advice From Phil Bloyd on:
Creating a New Budget
Ways to Save Extra

ARE WE IN A RECESSION?

*Is it Safe to Retire in a Recession?

*Steps to take to protect YOUR Portfolio

*Strategies to TAKE your RMDs

Retirement Income Sources

*Pension MAXIMIZATION

*Other investments

What Happens to the household income When a Spouse Passes Away?

What Current Events Mean For Your Portfolio

Don't Overexpose Yourself

Don't keep YOUR spouse in the Dark,
RETIREMENT PLANNING SHOULD INVOLVE YOUR SPOUSE.

Do you even have a Retirement plan or
Just a bunch a PRODUCTS that were sold to you?

How much of YOUR portfolio is
at Risk for YOUR reward?

Financial Instability Factors

Inflation

Government Spending

Taxes

Strategies To Taking Control Of YOUR Assets

More Market Volatility

World Events Impacting Your Retirement savings

Having a PLAN vs FINANCIAL PRODUCTS

Increasing Energy Prices

Rebuilding--How long will it take?

What is Provisional Income?

Inflation

Rising interest rates

Roth Conversions - The Right Way

Paying Taxes On IRA Conversions

Bond Dangers With Rising Interest Rates

Current Events

asset allocation VS. income allocation

Bear Markets: Will you have time to recover?

retirement income after fees

looking ahead to 2022

2021 market review

Stock Pickers Struggle to Beat the Market

Current Events

wall street bets S&P will say goodbye to stock gains in 2022

how much income will you need for retirement?

accounting for inflation in retirement planning

Healthcare costs

two phases of retirement

distribution phase of retirement

will your money last as long as you do?

what does the end of the year mean for your finances?

upcoming tax changes

How did revolutionary financial group get started?

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 843.941.7791.