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3-2-1 Newsletter (6-18-2020)  Thumbnail

3-2-1 Newsletter (6-18-2020)

In this issue: How good is your strategy for converting assets into retirement income? Choosing the most tax-efficient distribution strategy, The Insecurity of Social Security, Which Makes More Sense for Retirees: A Total-Return or Income Portfolio? and Deciding how to invest in retirement.

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3-2-1 Newsletter (4-30-2020) Thumbnail

3-2-1 Newsletter (4-30-2020)

In this issue: You have to pull, breathe, kick, and glide in retirement, A consistent rebalancing strategy removes emotion and reaches investment goals, What can you do for your retirement in 5 minutes? Does your retirement account for a Social Security benefit reduction? What the COVID-19 pandemic means to retirees and soon-to-be retirees and COVID-19 Pandemic Smart Personal Finance Habit Of The Week.

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3-2-1 Newsletter (4-23-2020) Thumbnail

3-2-1 Newsletter (4-23-2020)

In this issue: Stay the course/Stick with the plan, Too many questions, too few answers, Retirement is a marathon, not a sprint, Should you change your asset allocation during a market downturn? Should you try timing to avoid bad markets? and COVID-19 Pandemic Smart Personal Finance Habit Of The Week.

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3-2-1 Newsletter (4-16-2020) Thumbnail

3-2-1 Newsletter (4-16-2020)

In this issue: The most useful form of patience is persistence, Win the moment in front of you right now, 5 ways you can make the most of the COVID-19 pandemic, IRS Extends More Deadlines To July 15 Under Coronavirus Relief and COVID-19 Pandemic Smart Personal Finance Habit Of The Week.

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