Dream Retirement
Dream Retirement
Bertram Financial
Shifting Into Retirement
36 minutes Posted Mar 29, 2021 at 5:57 pm.
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As people get closer to retirement, it is time to make a transition. One of those is shifting into retirement mode from active investing mode.   Investment positioning can greatly affect cash flow management (aka income), especially for someone who's getting close to or in retirement. As people get closer to retirement they don't want to see those big losses.

Read this week's full blog here: https://bertramfinancial.com/shifting-into-retirement/