Founder of Strategy Financial Group, Calvin Goetz, boils down the 8 key points to maximizing your retirement. Key Points include:

– Coordinate Social Security benefits to match your retirement timetable
– Maximize tax efficiencies to keep more of your money working for you
– Secure basic life expenses with guaranteed* income you can never outlive
– Invest to protect yourself in any economic condition
– Plan for the increases in health and medical costs likely to occur during your retirement
– Determine how to take money from your assets over time
– Protect and plan appropriately for family and legacy objectives
– Get financially organized and create a plan of action!