Business meeting, welcome handshake and couple meet with lawyer or financial advisor. Elderly married man, wife and woman retirement conversation, planning and insurance documents for estate finance.

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”

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.


Down Market

What To Do in a Down Market

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