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PortfolioMetrix Ireland: Helping financial advisers deliver better investment outcomes to their clients and build a sustainable business
How to help people make the right choices in retirement? How do they achieve financial security without succumbing to the big risk in drawdown: the risk of running out of money? Our UK Head of Investments, Nic Spicer, sheds light on the critical aspects of successful drawdown investing in our latest article, but also argues that financial advisers have a vital role to play in helping investors navigate the decumulation landscape.
Managing the risk-reward trade-off in drawdown
portfoliometrix.com
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Retirees (and those retiring soon) are facing extraordinary challenges in today’s high inflation, high volatility environment. But the crisis and economic downturn don’t have to mean losing your standard of living. This FREE guide contains the 3 fundamentals to creating steady retirement income.
Retired or Retiring? Steady Your Income FREE GUIDE.
financeinsights.net
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President of 𝐎𝐱𝐟𝐨𝐫𝐝 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 & 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 ✍️ 𝑾𝒆𝒂𝒍𝒕𝒉 𝑨𝒅𝒗𝒊𝒔𝒐𝒓 📈 Financial Educator 📚 𝐎𝐧𝐞-𝐨𝐧-𝐎𝐧𝐞 𝑪𝒐𝒂𝒄𝒉
What good does it do you to work your entire life for the assets you've accumulated if you 𝗱𝗼𝗻'𝘁 𝗵𝗮𝘃𝗲 𝗮𝗰𝗰𝗲𝘀𝘀 to that money to spend?! 🤷 𝗟𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆 is not just a good characteristic of a secure financial strategy, it's more of a necessity! We like to help our clients keep their money within arm's reach so they're 𝗮𝗯𝗹𝗲 𝘁𝗼 𝘂𝘀𝗲 𝗶𝘁 𝗳𝗼𝗿 𝘄𝗵𝗮𝘁𝗲𝘃𝗲𝗿 𝘁𝗵𝗲𝗶𝗿 𝗵𝗲𝗮𝗿𝘁𝘀 𝗱𝗲𝘀𝗶𝗿𝗲. Easy accessibility is something we pride ourselves on and helps Oxford Retirement & Estate Planning stay on top of our competition! 💵 To learn more about how our team can help you to a successful and fulfilling retirement, see my 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼! #retirementplanning #financialplanning #liquidity
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The now or later dilemma!🤷♀️ The objective for most people (or perhaps just those lucky enough to be able to do so), is to balance the spending of income during their working lives, with building wealth that will fund life after retirement. Whether that is investing into pension schemes, property, ISA’s and other savings, or any other store of wealth, the broad intention is to build a pot of money that they can draw from to maintain the lifestyles they have become used to, when they are no longer putting any money into the pot. Click below to read the rest of our article where we delve into this further: https://lnkd.in/eedHw8ZJ At Mark Holt & Co, we’re committed to safeguarding your wealth and helping you navigate the complexities of financial planning with confidence. Contact us today to schedule a wealth protection review and take the first step towards securing your financial future. #WealthManagement #wealthplanning #ProtectingYourWealth
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As you step into the golden years of retirement, the focus shifts from accumulating wealth to preserving it and generating stable income....
Retirement Portfolio: 8 Key Investment Strategies
investgrape.com
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🌟 Looking for a reliable path to generate passive income in your retirement? Discover why the Mid Atlantic Secured Income Fund is the smart choice for investors seeking financial stability and security. 💰💼 Let your money work for you! #InvestWisely #FinancialFreedom
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CERTIFIED PUBLIC ACCOUNTANT, CERTIFIED FINANCIAL PLANNER(R) and Advisor that works with select businesses to create amazing outcomes.
Obstacles like inflation AND market volatility AND a potential recession make it harder than ever to have confidence in retirement strategies. Take control of your retirement by reading this FREE retirement guide.
Get Your Free Retirement Checklist Here
financeinsights.net
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