Retirement Advisor Bob Fugate Says It’s Time To Revise Your Retirement Plan
Bob Fugate, CEO and President of Retirement Financial Solutions, a retirement income planning firm, says Spring is an excellent time to reevaluate and revise parts of your retirement plan.
Knoxville, TN – May 13, 2013 – Bob Fugate, CEO of Retirement Financial Solutions, retirement advisor and Certified Financial Planner™, published a blog post on his website titled “Spring Means it’s Time to Prune Your Plan.” The weeks after you finish your taxes is the perfect time to reevaluate your retirement plan, while your real expenses and the tips from your tax advisor are fresh in your mind.
Fugate writes “Ask your tax accountant, while you’ve got him in front of you, if you can do something more to minimize your taxes next year. Then, sit down with your retirement advisor and have a conversation about what the market is doing, how bonds and interest rates are faring, and how your family is doing – what needs do you expect to arise in the coming year?”
Retirement Financial Solutions specializes in holistic retirement planning, helping clients build, protect and preserve their assets so they have financial peace of mind and security throughout their retirement years.
The entire blog post can be found at http://www.retirementfs.com/blog/spring-means-its-time-to-prune-your-plan.php
Learn more about Retirement Financial Solutions at www.retirementfs.com
About Bob Fugate:
Bob Fugate is the CEO and President of Retirement Financial Solutions. With more than 29 years in the financial services industry, Fugate has honed his expertise as a certified financial Planner Professional (CFP), a Chartered Financial Consultant, a Chartered Life Underwriter, and a Life Underwriter Training Council Fellow Recipient. He is also a member of the National Association of Insurance and Financial Advisors and the Society of Financial Professionals.