Make Life Happen
Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. No legal advice, options or recommendations are being made in respect to this proposal. You should consult your tax professional or attorney concerning such advice and opinions.
Make Life Happen
RMD's, Diversification and Family
Keith Wiltfong of Capstone Planning discusses the importance of treating clients like family and providing ongoing support and expertise. Keith also highlights the significance of required minimum distributions (RMDs) and the importance of diversifying income sources in retirement. The conversation concludes with a discussion on the personal motivations behind Keith's career choice and the impact of financial planning on families.