Logan and Don discuss the importance of navigating market volatility as one approaches retirement. They emphasize the need for regular reviews of asset allocation, the significance of generating sustainable income, and the role of cash reserves. The discussion also covers the emotional aspects of investing, the complexities of Social Security benefits, and the necessity of comprehensive retirement planning.  Logan and Don clarify misconceptions about estate planning, highlighting its importance for individuals at all financial levels.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

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