April 2017 RPS Home Page   |   Newsletter Home     
Boomer Debt
More than three out of four middle-income baby boomers carry debt into retirement, and the percentage with debt is even higher for those who are still working.
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Bond Funds and Rising Interest Rates
Understanding the potential effect of rising interest rates on bond funds could help provide perspective on the role they might play in your portfolio.
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Advance Medical and Legal Directives
It’s not pleasant to think about the possibility of being unable to make your own medical or financial decisions. But taking the time to express your wishes in advance could help ensure that your health-care and financial affairs are handled as you wish and that your loved ones feel more confident about any decisions made on your behalf.
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Measuring Inflation
You may hear more about inflation over the next few years, so it might be helpful to understand how rising prices are measured.
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This information is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. © 2017 Broadridge Investor Communication Solutions, Inc.

THE RETIREMENT PLANNING SPECIALISTS, LLC is a Registered Investment Advisory firm specializing in retirement planning and investment management for individuals committed to a secure financial future. Our objective is to help our clients make educated and informed decisions in order to reduce taxes, increase income, and secure their financial future. If we can be of assistance to you or someone you know, please contact us at the address and phone number below:
The Retirement Planning Specialists, LLC
5460 S. Quebec Street, Suite 333 • Greenwood Village, Colorado 80111 • (303) 771-3088 • (888) 771-5406