CONTACT US
Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.
Eileen M. Carrero, CPA
Financial Advisor, CPA
Eileen Carrero Financial Services, LLC
Wealth Management, Tax & Accounting
4917 West 144th Place
Midlothian, IL 60445
Phone: 708-489-1035
Fax: 708-489-1036
Email: eileen.carrero@ceterafs.com
Website: www.myecfs.com
May/June 2025
Act Now to Avoid Retirement Savings Mistakes
Successful retirement planning takes more than simply putting money away in a tax-advantaged retirement plan account. It also includes periodically asking yourself these critical questions to avoid common retirement missteps:
- When was the last time I reviewed and revised my retirement asset allocation to ensure it continues to meet any changing needs and situations?
- Are my estate documents up to date to meet my current net worth?
- Do I have a good idea of my future healthcare costs?
- Does my insurance coverage still reflect my current and future needs?
Continuously contributing to retirement plans, working with a tax professional to cut your tax bill, frequent reviews with your financial professional and living on a budget are keys to attaining a financiallysecure future.
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
Eileen Carrero Financial Services, 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.