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Retirement is a journey. Getting where you want to go requires a plan.
Do you know if you are taking on too much or too little risk with your money? Either way, taking the wrong approach can hurt your retirement journey. In this video, I will share with you how to think about this most important money management question so you can pursue the retirement you so richly deserve.
Topics Discussed:
- Personalized investment benchmark
- How much return do you need to meet your income needs?
- Taking income from your portfolio
- Emergency reserves
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Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of FL, GA, MA, MD, NH, NJ, OR, PA, SC, SD. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our terms of use here