Dream Retirement

Shifting Into Retirement


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As people get closer to retirement, it is time to make a transition. One of those is shifting into retirement mode from active investing mode.   Investment positioning can greatly affect cash flow management (aka income), especially for someone who's getting close to or in retirement. As people get closer to retirement they don't want to see those big losses.

Read this week's full blog here: https://bertramfinancial.com/shifting-into-retirement/

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Dream RetirementBy Bertram Financial