Compliance Disclosure
All written content on this site is for information purposes only.
Opinions expressed herein are solely those of Tom Roberts, CFP ® Principal, A New Approach Financial Planning. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your advisor prior to implementation.
Fee-Only financial planning and investment advisory services are offered through A New Approach Financial Planning, a registered investment advisory firm in the State of Florida. Investment advice and services are contingent upon execution of the Client Services Agreement.
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Tuesday January 24, 2012 10:30 to 11:30 - Investing for IncomeTom Roberts, CFP®, discusses how to obtain income and avoid financial sharks. Optimizing income from your investments is very different from building your next egg. When withdrawing income, managing investment and market risk is critical. We will discuss how to identify and plan for these risks.
There are a number of investment strategies and "products" to help you deal with these risks. We will discuss the pros and cons of the most common products and how to make wise choices.
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