Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Here's one strategy that combines two different annuities to generate income and rebuild principal.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.