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How to Create an Investment Portfolio for a Successful Retirement

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How to Create an Investment Portfolio for a Successful Retirement

When transitioning from working to retirement there needs to be a change in our investment portfolio.

This is because during retirement, the investment portfolio becomes a source of income, meaning you will draw money from it. It’s important to have a portfolio setup so you can stay on track during the course of your retirement.

Click below the image and learn more about creating an investment portfolio for retirement in this podcast.

Related: How Changes Brought About by the Tax Law Could Affect Financial Plans

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