How does your ideal retirement differ from reality, and what can we do to better align the two?
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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Help your clients with these practical steps to make the most of their six-figure income.