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Diversification is a necessary tool for any investor seeking portfolio growth with limited volatility, as it helps to reduce risk, enhance long-term returns through portfolio stability, augmenting your retirement strategy.
Estate planning and retirement planning are rarely discussed in the same breath. This is because they focus on different life stages and are therefore thought of as separate aspects of financial planning. However, it’s important to consider your retirement funds when constructing your estate plan.
From the outside, he’s a smartly dressed man in a crisp suit, tie, and a red handkerchief neatly tucked into his top pocket. But behind this polished presence is a man who built his 25-year career the same way he built his client base – one conversation at a time.
As an adviser reading this article, which discipline do you find most important for retirement planning?