Retirement Planning Investment Mistakes to Avoid
Hi everyone! Kathy Longo here with the Flourish Financially Challenge. Welcome to your weekly opportunity to take a few minutes to set a small goal that can help you achieve your larger aspirations. This week I will be talking about Retirement Planning Investment Mistakes to Avoid.
Retirement planning requires having a smart strategy on several fronts, including your investment plan. One way to achieve a successful and fruitful retirement is to make smart investment decisions – and more importantly, to avoid making common investment mistakes. In this episode, Kathy shares the three most common investment mistakes, and challenges you to review your investments to ensure your accounts are poised to preserve your assets and grow them for the future.Let’s get started!
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Kathy Longo, CFP®, CAP®, CDFA®
Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. She is the founder and president of Flourish Wealth Management, an independent boutique wealth management firm in the Minneapolis area.
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