A guide to help you keep up with your financial needs, while avoiding common (and expensive) mistakes.
HIGHLIGHTS INCLUDE:• Powerful information that could potentially save you thousands in taxes and fees• Tips to help put you one step ahead in your retirement preparations• Critical mistakes that cannot be corrected (and how to avoid them)
In your investing lifetime, you will live through several periods of market volatility. These periods may cause you to second-guess your investment strategy or even consider a different approach to managing your money.
Certainly, the level of volatility we’ve seen during the COVID-19 (novel coronavirus) pandemic is rare.
Despite the current market volatility, the best advice may be the simplest: step back, look at the big picture, and avoid any hasty decisions.
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Today’s retirees are living longer than ever before and experiencing retirement in new ways.
Creating a strategy for retirement is essential. Only you know what a fulfilling retirement means for you, and today is a perfect time to take steps toward the life you envision. By calculating your costs, getting ahead of your savings, and working with a professional, you may set yourself up to retire comfortably—and confidently.
In this e-book, we review five steps to help you get there with confidence.