FINANCIAL STRATEGIES GROUP, INC
2
Contents
Lets Get Ready to Retire! 4
An introduction by Financial Advisor,
Brice Carter, CFP
®
, CIMA
®
, ChFC
®
Chapter 1
The Numbers and Psychology of Retirement 7
By Financial Advisor, Ronnie Thompson
Chapter 2
Investment Principles 11
By Financial Advisor, Brice Carter, CFP
®
, CIMA
®
, ChFC
®
Chapter 3
Social Security 17
By Financial Advisor,
Brandon Carter, CFP
®
, CIMA
®
, ChFC
®
, AEP
®
, MSFS
Chapter 4
Pension Planning 25
By Financial Advisor,
Brandon Carter, CFP
®
, CIMA
®
, ChFC
®
, AEP
®
, MSFS
Chapter 5
Pension Alternatives 31
By Financial Advisor, Justin Meyer
Chapter 6
Healthcare 36
By Financial Advisor, Kyle Cooper CFP
®
, ChFC
®
Conclusion 40
By Financial Advisor, Ronnie Thompson
