Throughout the month, you’ve heard about ways to improve your financial literacy to prepare or optimize your retirement strategy. And once retirement arrives – or if you’re already enjoying it – there is still knowledge that can assist you and your bottom line.

In fact, possessing strong financial literacy through your working career could be where you stand to benefit most. Years of common financial situations (i.e., paychecks, mortgage payments, savings account contributions) may be giving way to a world of varieties of income and expenses. New concerns could include:

• Required Minimum Distributions
• Social Security Benefits
• Long-Term Care Insurance
• Legacy Planning

No matter how simple or complicated each of these issues may be for you, a solid understanding of how your finances are affected by each will allow you to be more comfortable and confident in making important decisions.

At Consha Financial, we can help identify areas where you could potentially benefit from a more thorough understanding of your options. Reach out at 678-539-9518 and learn how you can find the information you want and need to assist your retirement strategy.

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 

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Investing involves risk including the potential loss of principal. Any references to [protection benefits, safety, security, lifetime income, etc.] generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Insurance products are offered through the insurance business Consha Financial. Consha Financial is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Consha Financial are not subject to Investment Advisor requirements.

This blog is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.