Raj Shah and Rick Borek discuss the stock market and whether historical trends can be relied upon for accurate predictions. They emphasize the importance of having a blended investment strategy and a portfolio that is structured to protect against potential losses.

For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.

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Raj Shah and Rick Borek break down the biggest people can make with their 401(k)s. They mention only contributing minimums, not taking advantage of Roth, and Target Date Funds are something to avoid.

For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.

See omnystudio.com/listener for privacy information.

Raj Shah and Rick Borek discuss important things to know about Social Security this year, including changes in the COLA and the need for additional sources of income.

For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.

See omnystudio.com/listener for privacy information.