It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.