In the news: When You Do Everything Right But Your Retirement Plan Goes Wrong


Author: Ryan Serrecchia 

Retirement planning can be a complicated process, and without professional help or with some bad luck, those plans can go awry.  That’s when people need the most help, and a big reason why I get up to go to work every day. I like troubleshooting with a new client and getting them back on track. And trouble shooting requires knowledge of what typically goes wrong and how you can plan to fix it.

US News and World Report’s Maryalene LaPonsie recently interviewed me about this very subject, and quoted me in her article on what you should look out when planning for retirement. I suggest you read it to find out more.

If you have any questions about retirement planning, feel free to contact an EP Wealth Advisor.

When can you retire? The Retirement Planning Guide for People Who Don’t Want to Work Forever

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