Westinghouse SURE is a 501(c)3 non-profit organization. Westinghouse SURE, 641 Braddock Avenue, East Pittsburgh, PA 15112
Jim Lange will report on certain recurring strategic and investment mistakes that plague many retirees’ long-term strategies. For many of us, our planning is based on doing things as they have been done because it seems to have worked. The bad news is that old strategies don’t necessarily continue to be effective when the investing environment and tax laws change. The good news is that many of us are data driven—and we know how to act on new data when it comes to us.