Are you holding too much risk in your portfolio too close to retirement? Are you switching to safety too early and thus giving up substantial growth? You need to know the right time to transition from accumulation to preservation. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to [ Ссылка ].

Timestamps:
0:00 When Should You Transition to a Retirement Portfolio?
0:20 The Danger of Too Much Risk
1:40 Losses Impact More Than Gains in Retirement
3:44 The Most Common Way of Transitioning
5:08 What Do Academic Papers Say?
5:59 Why The Transition Needs to Be Dynamic...
9:00 Two Better Ways to Transition

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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