When planning for retirement, coordinate a cohesive plan

“The biggest mistake Laurie Bodisch sees when people are planning for retirement is that they look at various events in a silo. The founder of Her Wealth Coach in Cumberland County, and CEO of Workforce Retirement Transition, Bodisch is a Registered Social Security Analyst, National Social Security Advisor, and Certified Trust and Fiduciary Advisor. She has over 30 years of experience in investment management, financial planning, trust advisory, and compliance. Bodisch said that when planning for retirement, people should coordinate all facets of their life into a cohesive plan…”

Published by Pamela Kweller, RSSA®

Pamela Kweller is the Content & Community Manager at RSSA. She is also certified as a Registered Social Security Analyst®. The mission of RSSA is to help Americans get the maximum Social Security income they have earned, enabling them to enjoy their lives more fully. Contact Pamela: pkweller@rssa.com