When it comes to preparing for retirement, many people fixate on amassing a pile of cash, their return on investment, and compound interest opportunities to reach that "magical number." Yet, while saving is important, as financial planner David Latch will tell you, there's a lot more to retirement than just saving money.
Turning your savings and investment accounts into income streams that can address key retirement risks is the real challenge facing today's retirees, but many don't even know where to begin. In There's More to Retirement Than Saving Money, David has outlined the top concerns that threaten even well-funded retirements, and lays out the steps that can address each one as part of a comprehensive financial plan.Follow along as David puts his decades of industry experience to work, tackling topics such as: - Ways to disinherit the IRS- How to turn savings into income- When and how to file for Social Security- How to plan ahead for lower tax bills - Considerations for long-term health care- Special circumstances facing women in retirementWith personal storytelling and down-to-earth perspectives, David builds his approach to addressing these issues and more.David Latch is a CERTIFIED FINANCIAL PLANNER(TM) professional who brings the discipline and work ethic he learned in his years of military service to bear on his planning for clients looking to retire or care for loved ones. David lives in Frederick, Maryland, with his wife, Janice, and daughter, Sarah. He's very active in his community, sponsoring local charitable events, and is a member of the St. Katharine Drexel chapter of The Knights of Columbus.
