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Financial recommendations offered by brokers don’t always address the complete financial necessities of clients.
Each new chapter compounds on the importance of looking at more than investments when in or close to retirement – there’s more that affects your retirement than just market performance.
Designed to help readers gather helpful building blocks, Retirement Success Blueprint discusses services that every retiree needs.
Preview this short animated video illustrating some important facts you should know about retirement. By understanding certain patterns, you’ll be better prepared to sort through the hype and focus on strategies that can help you avoid damaging losses to your retirement savings. If you like what you see, sign up below to watch the entire video, plus other helpful videos, in our animated series.
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All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Crystal Lake Tax & Financial. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Crystal Lake Tax & Financial and Sound Income Strategies LLC are not associated entities. Crystal Lake Tax & Financial is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies LLC are associated entities. © 2023 Sound Income Strategies.
