Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Second marriages are a trigger event to revisit any existing estate strategies.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.