Tag Archives: aligning investments with income plan

Our last post discussed the some of the types of Withdrawal Models available to assess the appropriate amount one should withdrawal from their income-producing assets. This post we discuss two more models to consider. Duration-based Portfolios This model is based … Continue reading

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It’s important to note that your investments are not your retirement blueprint. They are instead the tools and solutions you’ll need to execute your blueprint once it has been drafted. Thus, they need to be set up in conjunction with … Continue reading

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