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Timothy A. Steele
Investment Advisor Representative
Vantage Financial Group
164 Maple Street, Suite 1
Auburn, CA 95603
Cell: 916-559-1025
Fax: 530-820-1890
Email: tim@vantageauburn.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.
Advisory services are offered through Vantage Financial Group, a Registered Investment Advisor in the State of California.
Vantage Financial Group 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.
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