Retirement 360

This week, MWA advisor, Troy Bolton, and host, Randy Cook, discuss the Guessing Game: When is the Best Time to Retire? And, that is not an easy question to answer because it is so personal to the individuals and the needs of their home and family. At MWA, we bring all our guests and clients onboard with the Retirement 360 Game Plan. The plan includes the following evaluations: Complete analysis of your current investment strategy • Where is your money placed? • Are you properly diversified? • Are you at risk of losing if the market takes a turn? • Are you paying excessive fees? Income plan review • What kind of monthly income will your plan generate? • Is it enough to cover your bills and all the things you want to do in retirement? 1040 Tax review • Are you missing opportunities to save money in taxes? • Are you prepared for the upcoming changes in the Trump Tax Reform? • One of our CPAs will go through that with you Legacy and Legal document review • Do you have the proper legal documents in place? o Powe