It Is a Plan, Not a Portfolio

Wouldn’t it be simple to just have a magical “number” that everything would work perfectly in retirement? The facts are that there are just too many variables involved with creating a plan. Deciding what types risk you want to take and when is just as important as the amount of money you need to fund your budget. This class will help you understand the need for guaranteed income and how to create it. This class will also include discussions of outsourcing to a portfolio manager or financial planner.


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