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Portfolio Balancing going into retirement

By Terry Savage on January 23, 2023 | Financial Planning / Retirement

Terry,
Moving into retirement and want to rebalance our portfolio to reduce near term risk. With the run-up in equities in recent years creating large gains if sold (despite decline in past year+), how can we best move money from equities to fixed investments?

Terry Says

Whew, this is a big topic and must be looked at in light of your entire financial picture and retirement plans. This is the perfect moment to get that kind of advice – from someone you can trust, someone who is not trying to SELL you something and make a commission!
So, I recommend you read this link on my website to Wealthramp, a service that personally matches you with trusted, carefully vetted, FEE-ONLY, FIDUCIARY financial planners.
Try it out and set up a meeting with one or two of them. Then trust your instincts because all of these people are in a good position to help you with this important decision.

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