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Investment Management
Personal investment management is the practice of managing your investments to preserve, conservatively build wealth, and create an income stream in retirement by researching, analyzing, and making informed decisions based on your financial goals and risk tolerance.
Retirement Planning
Retirement planning is the process of determining how much money you will need to retire and creating a plan to maximize your income by estimating expenses, income sources, timing social security decisions and more.
Tax Planning
Tax planning in retirement is the process of developing strategies to minimize taxes during retirement by optimizing the timing and structure of income withdrawals and assessing the tax implications of different sources of income.
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