Just like a pilot has a checklist of tasks they must complete as they bring their plane in for landing, there are certain steps anyone nearing retirement must complete before making that final approach.
It may seem like a simple thing, but if you are nearing retirement and remain over-exposed to market risk when a major correction occurs, it could be disastrous.
One of the best ways to avoid costly mistakes like this is to work with a financial advisor who specializes in helping clients navigate the complexities of planning and saving for retirement.
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.
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