Safe Haven $olutions

What Falling Interest Rates Mean for Your Retirement Plan


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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.

 

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Safe Haven $olutionsBy Haven Financial Group