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Build a portfolio that weathers market shifts: An annuity can provide a safety net when diversification isn’t enough.
2023 | June 01
Creating a portfolio that can weather market shifts can be difficult, especially during times of economic uncertainty. An annuity provides an additional layer of protection against financial losses and can be a valuable component in any investment plan. Investing isn’t as simple as we once thought it was. It’s not just a matter of buying
- Published in 3-Minute Article, Retirement Planning
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When a 6% withdrawal rate is better than a 6% gain.
2019 | April 30
A 6% withdrawal rate is better than a 6% gain — And what you need to do to insure your rate of return for protected income in retirement. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Odio euismod lacinia at quis risus sed vulputate.
- Published in 3-Minute Article, Money Masterclass, Retirement Planning
No one can predict the future, but one thing is sure: If we leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult — That’s why answering questions now, and formalizing them in an estate plan is an important step that shouldn’t wait. What exactly is
- Published in Retirement Planning, 3-Minute Article
Investment strategies that can get you over the finish line.
2017 | June 30
Retire Smarter was born from the idea that a new era of wealth transfer needed a new way to access professional retirement planning — Learn how our proven retirement investment strategies will benefit your client’s retirement long term. Investing can be a daunting task, especially for those who are new to the world of finance.
- Published in Money Masterclass, Retirement Planning