RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.