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Retirement And Income Planning in Boston, MA


How Retirement Strategies Should Change As You Age

Everyone should have a strategy for meeting their goals in retirement, but retirement can last for decades; you should adjust your strategy periodically depending on where you are. We are taught that we need to grow our investments to the biggest number possible, but when is that number sufficient enough to provide for your unique retirement goals? Let’s look at how retirement strategies might change throughout life phases.
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Sequence Of Returns Risk: How WHEN You Retire Could Make or Break Your Retirement Portfolio

What is Sequence Risk? Sequence risk is also called sequence-of-returns risk. It becomes a danger as an individual takes withdrawal from their retirement savings. The order or the sequence on annual investment returns is a primary concern for retirees who are living off the income and capital of their investments.
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5 Must-Read Books on Retirement Planning

Whether you are just starting to think about retirement, or you are in retirement already, you have only two jobs: The first is to make sure you don’t lose what you have. Chances are, if you’re in your 50s or 60s, you now have the most money you’ve ever had in your life. So, you don’t want to lose it and go backwards, or even worse, have to start over.
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