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Planning for retirement shouldn't be a one-size-fits-all affair.

"Rules of thumb" might be a starting point, but your strategy needs to be ๐—ฎ๐˜€ ๐˜‚๐—ป๐—ถ๐—พ๐˜‚๐—ฒ ๐—ฎ๐˜€ ๐˜†๐—ผ๐˜‚ ๐—ฎ๐—ฟ๐—ฒ! ๐Ÿ’ซ

๐Ÿค” Think about it...

๐—” ๐Ÿฏ๐Ÿฑ-๐˜†๐—ฒ๐—ฎ๐—ฟ-๐—ผ๐—น๐—ฑ saver/investor should have a completely different risk tolerance compared to someone on the cusp of retirement!

๐—” ๐Ÿฒ๐Ÿฌ-๐˜†๐—ฒ๐—ฎ๐—ฟ-๐—ผ๐—น๐—ฑ getting ready to retire likely wouldn't want to jeopardize his upcoming retirement date by taking on more risk than is needed or necessary.

For more sound financial insight and ways our team treats every client on a case-by-case basis to deliver personalized solutions, see our ๐—น๐—ถ๐—ป๐—ธ๐˜๐—ฟ๐—ฒ๐—ฒ ๐—ถ๐—ป ๐—ฏ๐—ถ๐—ผ to schedule your ๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—ฅ๐—ฒ๐˜ƒ๐—ผ๐—น๐˜‚๐˜๐—ถ๐—ผ๐—ป ๐—ฅ๐—ฒ๐˜ƒ๐—ถ๐—ฒ๐˜„! ๐Ÿง‘โ€๐Ÿ’ป

#financialeducation #investing #risktolerance #retirementplanning #financialplanning
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Uploaded At Nov 6, 2024 ^^


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RYD date created : 2024-11-06T17:20:37.629058Z
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