TAKEAWAYS

Following up on a presentation in DC where industry professionals and policy makers addressed “major challenges Americans face today when it comes to planning for retirement and responsibly managing their money during stock market swings”, this week’s article remarked that “Retirement plans come in all different shapes and sizes, based on your own unique needs, current finances, and dreams for the future. No matter the direction you plan to take your journey, keeping a balanced portfolio with risk and conservative options, like FIAs, and referencing tips shared by the event’s panelists, can set you on a path to a successful and enjoyable retirement.” We’ve given you the link to the full panel event should you wish to hear more. Call us if you have any questions. We’re always here to help.

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