Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Time and market performance may subtly and slowly imbalance your portfolio.
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
Understand the concepts of horizon, compounding, and risk tolerance, and create an investment plan.