The number one question among retirees, and soon-to-be retirees is “will I outlive my money?”. Hopefully you have a plan, and are making projections, accounting for changes to tax laws, spending, etc. There are solutions to get you more “breathing room” so the top line doesn’t go over the columns. The tools go beyond rebalancing your portfolio.
If you would like a projection and see where you are in your retirement plans, contact me for a customized view.
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