Golden Wealth Strategies
In the Media
Entertaining. Informative. Can’t-miss. Check out our latest media appearances to up your financial know-how.
Wondering How to Create Income in Retirement?
A Trusted Financial Professional Can Help You Explore Options
Helping to Guard Your Golden Years: Ways to Help Preserve Your Retirement in a Shifting Economy” is focused on the potential impacts of falling interest rates on your clients’ retirement income plans. It explores the options of extending durations, laddering and maintaining a balanced portfolio, and examines additional considerations such as refinancing opportunities, delaying Social Security benefits and estate planning options.
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