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“The market always bounces back.” “Own your age in bonds.” “Only risk what you’re willing to lose.” These are all common investment sayings you may have heard, possibly even from your own [...]

Clients often approach us seeking advice on how to choose from the dozens of financial products that are available for retirement. The second half of this question is often, “…and which products [...]

A new client came in recently who wanted to boost his retirement savings. The trick was he was 70 years old. He had realized there was a chance he could outlive the money he’d saved, and that he [...]