Why
A Spend-Down Retirement Phase Requires Careful Planning
“The late' 50 s to early' 60
s is the perfect time to increase your savings, build out your stake in safe
money products, and re-evaluate your portfolio.” Many investors, especially
those within ten years of retirement, look for guidance as they near the
spend-down stages of their lives. Conventional financial advisors tend to focus
on wealth accumulation rather than…
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