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Are you still using an accumulation-based strategy for your retirement? At age 60, the focus must shift to income reliability and tax efficiency.
I help local families navigate the "Distribution Phase"βwhere managing market volatility and taxes becomes more critical than chasing gross returns.
Watch our new video to learn why your net income matters more than your gross performance. Discover how to shield your lifestyle from "The Double Hit" and ensure your portfolio remains sustainable for the long haul.