Do You Really Need That?
Nov 7, 2023
Dana and Brad discuss the psychological freedom that comes with speaking with a retirement planner as well as downsizing in retirement.
- It’s important to have multiple portfolios to protect you when you need to make withdrawals and the market is down.
- If you are planning to downsize, evaluate the equity in your home compared to the interest rates, as well as the time and effort that goes into moving.
- Download our FREE helpful resource, “What to Do in a Down Market”
Please add Disclosure(s): Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.