A declining market is bad enough, but the REAL risk if you're retired is more serious...and it's barely ever talked about.
I'm Reno Frazzitta, founder of Smart Money Financial Advisors. As a Certified Financial Planner and fiduciary advisor, my passion is sharing common-sense approaches and ideas around retirement.
My team and I work directly with people approaching or already in retirement with at least $500k in financial assets.
I believe retirement is a time to live abundantly. Smelling the roses. Being present. Living in the moment. Regardless of how you say it, it's a state of mind only possible in the absence of financial stress.
A declining market is serious enough. But the REAL risk if you're retired is much more serious and barely ever talked about.
Learn about Sequence of Returns Risk and how to overcome it in this easy-to-read book.
Anyone can just "retire". But can you be confident, knowing you've applied all of the 6 key elements for success?
This 8-point checklist will help you determine your level of readiness.
Have you found yourself wondering what's the best way for you to take Social Security?
This guide will walk you through some strategies to ensure you don't leave money on the table.
The Collaborative Blueprint™ is our planning process for helping you implement the 6 parts of The Retirement RECIPE™, so you can have more clarity, stability and abundance.
It's designed to address and overcome multiple issues, like the unique investment risks that you're vulnerable to during retirement, creating a tax-efficient withdrawal strategy from your retirement accounts and getting a better handle around making your money last, to name a few.
As the name suggests, it's collaborative. That means you're involved and working with us each step of the way. With that involvement comes a better understanding and a higher level of confidence around your overall retirement.