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Business & Financial Strategies, LLC logo

Craig W. Schubert

Financial Planner

 

Business & Financial Strategies, LLC

Providing Insurance & Financial Services

1657 Crofton Blvd, Suite 200

Crofton, MD 21114

 

Phone:  410-841-0032

Fax:      410-841-0030

 

Email: businessfinancial@comcast.net

March/April 2025

Watch Out for These Retirement Mistakes

presentation of retirement plan on flip chart- vector illustration

The stakes in retirement planning are higher for affluent individuals. So, to have the retirement you want, be mindful of common mistakes, such as not:

  • Regularly meeting with your trusted professional to update your portfolio to meet current needs,

  • Reviewing and revising estate goals or estate documents to reflect current net worth and concerns,

  • Updating insurance,

  • Keeping current with the cost of healthcare.


By staying informed and proactive, you can navigate the complexities of retirement planning with confidence and peace of mind.

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Craig W. Schubert is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), A Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Business & Financial Strategies, LLC.
This newsletter is general educational information provided by a Prudential Financial Professional and is not intended to market or sell any specific products and services, but rather provide general information about the subject matter covered only.
Business & Financial Strategies, LLC and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.