gaurd-golden-years

Helping to Guard Your Golden Years

Helping to Guard Your Golden Years: Ways to Help Preserve Your Retirement in a Shifting Economy” is focused on the potential impacts of falling interest rates on your clients’ retirement income plans. It explores:

  • the options of extending durations
  • laddering and maintaining a balanced portfolio
  • and examines additional considerations such as refinancing opportunities, delaying Social Security benefits and estate planning options.

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