5 Financial Planning Mistakes to Avoid

According to Bankrate nearly three quarters of U.S. adults report at least one financial regret. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy break down the top 5 planning mistakes; they are:

1. Not having a "GRIP" on your retirement: GRIP is an acronym for Guaranteed Retirement Income Plan
2. Taking inappropriate risks: either being too aggressive or too conservative can derail your retirement
3. A "gross" planning mistake: focusing too much on the "gross" amount in your tax-deferred retirement accounts, without taking taxes into account
4. Not having a plan for long-term care
5. Not Optimizing Social Security

If you'd like to find out if your financial plan will take you to and through retirement (without any regrets or mistakes),  just text or call Dustin at the number on the website or book a free chat by visiting www.LongLiveMyMoney.com.

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