market risk Archives | Foss Financial Services

Retirement Planning Risks That Lead to Financial Shortfalls

August 28, 2023August 21, 2023 by Dan Foss

The most common pitfalls of retirement planning are inflation, taxes, market risk, and long term healthcare. Planning and setting aside funds for retirement can enhance your enjoyment in post-work years. Unfortunately, there are also some pitfalls that reduce lifestyles in that same period. A while ago I heard the phrase world money destroyers used for … Read more

Dan Foss, ChFC, CLU, is a licensed and experienced Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). The purpose of this Foss Financial Services website is to introduce Dan Foss and share his decades of training, education, and real-world experience to the public for informational purposes only. Dan’s opinions are not intended to be used or construed as specific financial planning or estate planning advice, legal advice or tax advice, for any individual or investor. No products or services shall be sold on this website. The contents expressed are not sponsored by nor paid for by any product, service, or services provider. Interested parties desiring personalized advisory services for their unique financial planning must schedule a private appointment to confidentially review their financial goals and objectives to best plan options suited to achieve their goals.