Why is a Written Retirement Plan so Important?
Автор: WG Financial Group
Загружено: 2026-02-12
Просмотров: 31
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Why is a written retirement plan so important?
In this video, Cris Wallace, CFP® , ChFC® explains why having a well-thought-out written retirement plan can make the difference between guessing your way through retirement and moving forward with confidence. Rather than relying on your gut or reacting to market changes, a written retirement plan helps you make informed decisions based on a clear strategy.
We break down the key reasons a structured retirement plan matters, including:
• Clarifying income goals in retirement
• Managing market risk and volatility
• Planning for healthcare and unexpected expenses
• Creating tax-efficient strategies
• Staying disciplined during emotional market cycles
If you're approaching retirement or already retired, understanding how to build a written retirement plan could be one of the most important financial steps you take.
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https://www.wgfinancialgroup.com/
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