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Insurance Professional and President,
Lake Point Advisory Group LLC
As a financial professional and fiduciary, Reid Johnson is dedicated to providing his clients with the professional and individual attention necessary to help them pursue their financial goals. Reid is the host of the morning radio show "Wealth Smart" on 660FM The Answer. He also has contributed to various media sites, including Wall Street Select, CNN and The Star-Telegram. He holds his Texas life and health insurance license and has Series 65 securities exam. Reid, his wife, Danielle, sons Ethan and Kelton, and daughter Adilyn live in Rockwall, Texas.
Maybe it's old. Maybe it comes with conflicts of interest. Maybe it's incomplete. There are many reasons, so it helps for investors and retirement savers to know some red flags to watch out for.
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You never put market risk behind you entirely. To protect yourself, you need to keep an eye out and be proactive. One step you might not have considered: Try using both an active and a passive investing strategy.
When you should start taking your benefits and how your provisional income affects your taxes are two critical pieces of the retirement puzzle. To make the right moves, you need to look at the big picture.
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