Retirement Readiness: Mind the Gap

Updated: Mar 12

Transitioning from saving or adding to your retirement fund to spending or withdrawing those retirement dollars is no small change. And if you run into a bear market during those first few years, and your portfolio drops in value, the combination of withdrawing funds and your investments being worth less puts a lot of pressure on anyone’s financial plan. We expand on how your financial plan needs to be prepared in this video.


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