Why Planning & Why Now!

Given the level of uncertainty in the stock market, now is a great time to focus on critical planning issues, reduce red flags and become more confident about your overall retirement plan. Holistic planning will help you review complex decisions that have a high cost of being wrong. Are you on the right track? Are you saving enough? When do you take SS? How do you align your money with your goals? How can you live the life you want with the money you have? Are you making progress toward your goals? How can we improve? Do you have a Master Book and checklists for your household? See the short video below and schedule a meeting if we can help. Stay safe.

Click this calendar link to schedule a meeting with Todd — We give free 2nd opinions about your portfolio and strategy – https://calendly.com/todd-iia 

• Additional blogs:
• Fear & Hope! 3/23/20
• COVID-19 & Your Portfolio 3/7/20
• Are You Prepared for Volatility 2/25/20
• Managing Risk with Eyes Wide Open  10/25/19

Thanks for reading/ watching. This website is for educational purposes only and is not investment advice. Please Remember: Past performance may not be indicative of future results.  Moreover, no current or prospective investor should assume that future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in any general informational materials or educational sessions, will be profitable or equal any corresponding indicated historical performance level(s).  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s retirement portfolio.  Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Integrity Investment Advisors, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.