Sebetic Advisors, LLC

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Sebetic Advisors Skip to content SEBETIC ADVISORS is a registered investment advisor that manages an investment portfolio specifically designed to generate monthly retirement income and grow the investment balance over time. When it's time to retire... ...will you be ready? Have you considered, planned for, and addressed... Life Choices When do you want to retire? Do you plan on working part-time? How do you want to spend your retirement years? Will your expenses go up or down based on the retirement you envision? If you or your spouse need extended health care coverage what quality of care would you like? Do you want to leave money for your heirs? If so, how much? Personal Finances How much do you save annually? Are you investing in your employer’s 401k? Are you maximizing your 401k contributions? What debt do you have? Have you or should you convert IRA’s and old 401K’s to their Roth counterparts? Are you maximizing the use of other tax advantaged accounts (529, HSA) What percentage of your income goes to retirement savings? Is this enough? How much money will you need to retire? How much have you saved already? Investing Choices Are you investing today? What type of investments are you making? - Do you invest in stocks, mutual funds, ETF’s, bonds, real-estate, other? How do you evaluate your investments? How do you know when to buy and sell? Are you diversified? If you buy stocks do you consider emerging markets and/or other developed nations? Are dividends important? Are

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