On a Fixed Income? Smart Strategies to Save Money
Автор: Richon Planning, LLC.
Загружено: 2024-06-08
Просмотров: 124
If you're on a fixed income, it's vitally important to stretch every dollar. But that's becoming increasingly difficult considering huge increases in necessary expenses. In this video, Peter Richon with Richon Planning and Erin Kennedy break down a few savvy strategies to save money on these expenses:
-Property Taxes
-Home and Car Insurance
-Groceries
In retirement, it's crucial to strike a balance between preserving capital and generating sufficient returns to combat inflation. This is where working with a financial advisor can really help. If you'd like to speak with Peter, please call (919) 300 - 5886 or visit www.RichonPlanning.com
#WealthManagement #Retirement #FixedIncome #SaveMoney
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Financial and Retirement Planning for clients across North Carolina and beyond
Located in Fuquay Varina, NC at 600 Stellata Dr.
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DISCLAIMER:
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Richon Planning, LLC are independent of each other. Insurance products and services are not offered through BCM but are offered through individually licensed and appointed agents with Richon Planning, LLC. Brookstone Capital Management (BCM) and its Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and all associated fees. Please refer to the BCM firm brochure (Form ADV 2A) for additional information regarding the fiduciary standard.
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