Designing Your Retirement Portfolio

Designing Your Retirement Portfolio
  • When you need a financial advisor
  • with a keen understanding of interest rates and the bond market:
  • knowledge that is imperative when one talks about retirement income;
  • access to the products necessary to help you transition from growth to income;
  • will research your retirement accounts and let you know if leaving it with your 401k or 403b is a good option, or roll it over
  • will work to keep your costs low – because in a low yield world, the less you pay to someone else, the more you keep for yourself

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