Retirement Expert Bill Losey Reveals Nine Common Retirement Planning Mistakes

Bill Losey, America’s Retirement Strategist® and 401(k) rollover expert, publishes a new article explaining some of the major retirement planning mistakes that need to be avoided.

Saratoga Springs, NY. – September 10, 2012 – Sound retirement planning is one of the most important steps towards a fulfilling retirement. Bill Losey, author and retirement expert and advisor, recently wrote an article laying out some of the major mistakes that need to be avoided to get the most out of your retirement plan. In this article, found on his website http://www.BillLosey.com, titled “9 Major Retirement Planning Mistakes To Avoid”, Bill explains these mistakes and how they can cause some major setbacks with your retirement strategy.

“Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees,” writes Losey. “Calling them ‘mistakes’ may be a bit harsh, as not all of them represent errors in judgment. Yet whether they result from ignorance or fate, we need to be aware of them as we plan for and enter retirement.”

Some of mistakes that Bill Losey discusses include leaving work too early, underestimating medical expenses, withdrawing too much each year, and retiring with no plan or investment strategy, among others.

On retiring with no strategy, Bill remarks, “Many people do this – too many. An unplanned retirement may bring terrible financial surprises; retiring without an investment strategy leaves some people prone to market timing and day trading.”

To read the entire article, please visit http://www.billlosey.com/articles/9-major-retirement-planning-mistakes-to-avoid.php

Bill Losey is a nationally known and respected retirement expert, specializing in 401k rollover advice, self-directed IRA rollovers, 401k direct rollovers, and many other investment and retirement strategies.  Bill’s company, Bill Losey Retirement Solutions, LLC, is an independent registered investment advisory firm that caters primarily to couples as well as divorced and widowed women nationwide (age 50-70) who demand objective financial and retirement advice; customized, fee-only investment management; attention to detail; and impeccable service.

Other recent articles written by Bill Losey include “Audit Flags”, “When Will Interest Rates Rise?”, and “How Much Money Should I Save In Order To Be Able To Retire?,” among others.

Each issue of Bill Losey’s award-winning free weekly email newsletter, Retirement Intelligence®, reveals how-to-articles, secrets, investment ideas, a “Joke Of The Week”, fitness and diet tips, and promotes upcoming seminar dates to keep subscribers “in-the-know.”  Bill and his staff seek to provide informative and entertaining information readers can use to simply and confidently enhance their health, wealth and happiness.

To learn more about Bill Losey Retirement Solutions, please visit http://www.BillLosey.com and http://www.MyRetirementSuccess.com.

About Bill Losey, CFP®, CSA
America’s Retirement Strategist®

Bill Losey, CFP®, caters to women and couples (age 50-70) who seek to reduce post-retirement risk and generate a predictable, sustainable, increasing stream of retirement income they won’t outlive.  As a qualified professional in the areas of retirement strategies, personal finance and investment management, Bill has been seen and heard on hundreds of TV and radio stations such as FOX News, NPR, CBS News, CNBC, Business Week, TIME, AARP, U.S. News & World Report, and Oprah & Friends.

Bill has over 20 years experience in the financial services industry and is a Certified Financial Planner™ practitioner and Certified Retirement Coach.  He is the owner of Bill Losey Retirement Solutions, LLC, a fee-based registered investment advisory firm serving a small nationwide clientele.  Bill is the author of Retire in a Weekend! The Baby Boomer’s Guide to Making Work Optional and he publishes Retirement Intelligence®, a free, weekly, award-winning newsletter that reaches over 5,000 subscribers worldwide.  Formerly, Bill was the “resident retirement expert” on CNBC’s “On the Money” television program.

In his leisure time, Billy, as his friends call him, loves to sing.  He is an accomplished vocalist and has performed the National Anthem at Madison Square Garden, the Pepsi Arena, and other sporting venues.  Currently Bill is the lead singer of a vocal duo called The New York Lounge Lizards. He has been married for nearly 25 years to his wife Tori.  Together they have three sons, two dogs, and one fish.

Learn more at www.BillLosey.com or by calling 518-581-1666.

Posted Under: Bill Losey