Retirement planning can cause both excitement and anxiety. There are many decisions that every retiree faces, including when to begin Social Security withdrawals, what accounts to withdraw from first, and what happens if I encounter a long-term care event. Our job is to help create a plan that can help alleviate stress and anxiety, leading to more clarity and confidence regarding our clients' retirement plans.
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Disclaimer: All material discussed on this video is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this video may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.