Retirement Rules

Most people say they want a better understanding of their retirement finances. Yet, these same people invest more time planning their annual vacation than designing their roadmap to retirement. This is because the complexities of the financial services world and the fear of making the wrong decisions often paralyzes us. Since founding Strategic Wealth Designers in 2002, we've helped thousands of clients overcome their fears and build a successful plan for a fun and exciting retirement. In this updated and expanded edition of Retirement Planning in a New Direction, you'll understand: • The myths of diversification and how to avoid fees that chip away at your nest egg.
• Why tax planning is so important when it comes to your Social Security.
• The critical difference between the accumulation and distribution phases of retirement saving.
• And much more. Get ready to discover the 3 steps for planning your financial future.
-Matt Dicken, founder of Strategic Wealth Designers