Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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An amusing and whimsical look at behavioral finance best practices for investors.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Here's one strategy that combines two different annuities to generate income and rebuild principal.