Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
It's easy to let investments accumulate like old receipts in a junk drawer.
Time and market performance may subtly and slowly imbalance your portfolio.