CERTIFIED FINANCIAL PLANNER™ Founder of LifePoint Planning
In This Guide You'll Discover
Why Your Specific Retirement Income Style is Important
There are a range of "styles" when it comes to retirement planning and retirement income. The solution that works for your neighbor, friend, or coworker might not be the solution that fits best for you. Get help identifying if you prefer a "safety-first" or "probability-based" approach to your retirement.
Specific Ways to Hedge Against Large Losses
It's not a one size fits all world when it comes to your retirement. There are many different solutions when it comes to hedging the market and building a portfolio that funds your plan. This guide discusses the top strategies for all types of retirees and takes a strategy agnostic (non-biased) approach.
Practical Strategies to Optimize Your Portfolio
It's important to focus on the items that you can control in your plan (like tax strategies, income strategies, and what account types are best for your money). This guide focuses on ideas you can control knowing that the first few years before you retire and the first few years of retirement are the most important.
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