As we’re seeing high inflation, how should you factor that in your retirement plan?  Paul explores the effects of inflation in your strategies and good moves to consider.  He also discusses the psychological effect of transitioning from the accumulation phase of your life to one of decumulation and then talks about what he considers when meeting clients for their periodic portfolio review.

You can reach Paul Roberts and the team by calling 800-891-8680.

Roberts Wealth Management

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