Many say that success leaves clues, so for those nearing retirement, what can you learn from those who have retired successfully?
Tony Roberts, President and Founder of Prosperity Asset Management, a firm that helps individuals and couples live a more secure retirement joined Cincy Lifestyle to discuss this more. He shared the key things to consider in creating a successful retirements are taxes, income, and investment strategies.
A full tax analysis is always a part of the retirement planning process, but Prosperity Asset Management has a resource available that can help give you a snapshot of your retirement tax bill. It's very quick and easy process. Visit ARobertsAssociates.com and the Retirement Tax Bill Calculator is right there on the homepage. You simply enter some information and you'll be able to get a picture of where you stand.
If you are retiring, or already retired, Tony and his team will sit down with you personally to customize a retirement plan just for you. This is a comprehensive plan that includes a look at your investments, your income sources, taxes, and so much more to help get you to that retirement you deserve. Reserve one of those spots now by calling 513-613-4567
#WCPO9Sponsor
