Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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Asset Allocation

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Assess whether you are running “in the black” or “in the red” each month.

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Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.