Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
A change in your mindset during retirement may drive changes to your portfolio.