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J U LY 2022
SCV BUSINESS VOICES Are all the pieces of SCV BUSINESS VOICES your financial future coordinated into one holistic plan?
Mid-Year Financial Review: Are you on track for your ideal retirement? IVY PIERSON
Founder and Investment Advisor Representative Pierson Wealth Management
A
s we reach mid-year and head off on our summer vacations, it is easy to fall off track from our financial goals. Set aside time to review your plan with an advisor and make informed choices to ensure all the pieces of your financial plan are working cohesively toward your 2022 and long-term goals. Investors today, particularly those at or nearing retirement, are confronted with an array of obstacles as a result of market volatility and a rapidly evolving tax and legislative landscape. With retirement tax law changes from the SECURE Act and the new 2022 RMD rules that are now in effect, retirement savers have complex questions and financial plans that are in need of review and potential updates. It is also important to regularly assess if any major life changes may alter your plans, such as
purchasing a retirement home, the decision to retire early or preparing for potential healthcare emergencies. Both major life transitions and ever-changing tax laws require urgent and thoughtful consideration for adapting your comprehensive financial plan. Having essential, timely conversations and consistently reassessing your situation help keep you on track for your ideal retirement. Let’s connect for a 20-minute call to discuss how we can be of help. Contact us at (661) 297-7566 or visit www.PiersonWealthManagement.com. Pierson Wealth Management is located at 28368 Constellation Rd., Ste. 396, Santa Clarita, CA 91355. Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance Lic# 0C92500.
Ivy Pierson, CEP, MBA
Founder & Investment Advisor Representative
Prosperity with Confidence Contact us today to book a 20-minute introductory phone call to discuss your situation, goals and needs. We look forward to helping you pursue your goals and objectives. 28368 Constellation Rd Unit 396, Santa Clarita, CA 91355 (661) 297-7566 (661) 263-9958
PiersonWealthManagement.com Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance Lic #OC92500
