Success in the New RetirementSuccess in the New Retirement

Navigating Market Trends and Portfolio Adjustments

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This week, Damon Roberts and Matt Deaton cover the importance of seeking financial advice, retirement planning, portfolio adjustments, and the impact of market trends on investments. They emphasize the need for a comprehensive financial plan and the potential risks of not having one. They also discuss the significance of tax planning and the role of financial advisors in retirement preparation.

For more information or to schedule a consultation, call 480-680-6868 or visit 

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  1. Success in the New Retirement

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Success in the New Retirement

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial 
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