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Partner and President,
Max Wealth & Insurance Solutions
Max Hechtman is an Investment Adviser Representative and insurance professional. He is a partner and president of the California-based Max Wealth & Insurance Solutions. His goal is to help his clients work towards a safe and conservative retirement using financial vehicles.
Investment advisory services offered through AE Wealth Management, LLC. All insurance products are sold through Max Wealth & Insurance Solutions. CA License #0H29034.
Retirees and those near retirement need to make sure their portfolio is built with solid bricks that can withstand the winds of risk. Here are six investment possibilities to consider, plus their pros and cons.
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Ninety-two percent of women surveyed say they are eager to learn about financial planning, but only 47% are confident talking about money with a professional. If you know where to start, you won’t be intimidated.
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Review this retirement-planning checklist to help you figure that out.