- Will your retirement savings support you for the rest of your life?
- Are you losing money when the market is down?
- Are you paying high transaction fees on your investments or mutual funds?
- Are you tired of all the get-rich-quick schemes that never deliver what they promise?
- Is inflation eating into your retirement savings?
- Are your savings growing fast enough to support you when you retire?
- Do you avoid investing because you don’t feel you understand the markets well enough?
These are just a few of the many concerns retirees and near-retirees have about their savings and investments and their ability to live comfortably after they retire.
Until now, you had no choice but to manage your investments yourself or trust them to a financial advisor or broker who will give you advice but leave final investment decisions up to you.
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