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Larry, Kim, and special guest Kyle Thomas, CFP®, break down what this year’s interest rate cuts really mean for retirees. From shrinking CD yields to opportunities in bonds and small-cap stocks, they unpack how lower rates can affect your income, your risk level, and your long-term plan. Plus, why now is the time to review your portfolio, rebalance, and make sure your strategy still matches your goals.
Connect with Haven Financial Group on all platforms!
havenfinancialgroup.com
facebook.com/havenfinancialgroup
linkedin.com/company/haven-financial-group-mn
instagram.com/haven_financial_group
By Haven Financial GroupLarry, Kim, and special guest Kyle Thomas, CFP®, break down what this year’s interest rate cuts really mean for retirees. From shrinking CD yields to opportunities in bonds and small-cap stocks, they unpack how lower rates can affect your income, your risk level, and your long-term plan. Plus, why now is the time to review your portfolio, rebalance, and make sure your strategy still matches your goals.
Connect with Haven Financial Group on all platforms!
havenfinancialgroup.com
facebook.com/havenfinancialgroup
linkedin.com/company/haven-financial-group-mn
instagram.com/haven_financial_group