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Abraham Kevin Spann, CLTC, FLMI

Personal Financial Representative

 

Abraham Kevin Spann & Sons Agency

64-77 Dry Harbor Road

Middle Village, NY 11379

 

Bus:  718-381-1400

Cell:  347-837-7095

Fax:  347-824-2394

 

Email: kevinspann@allstate.com

Website: agents.allstate.com/abraham-kevin-spann-middle-village-ny

 

Suzanne H. Nitzberg, CFP®

Personal Financial Representative

Investment Advisory Representative

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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