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Kiplinger
Kiplinger
Business
Ron Anno, Investment Adviser Representative

Ways to Keep More of Your Money in Retirement

An older couple ride their bikes near a body of water with mountains in the background.

Although you can’t control all the challenges you might encounter as you move toward and through retirement, having a well-thought-out plan can help you be better prepared. That’s especially true when it comes to two of the biggest risks to a confident and successful financial future: market volatility and taxation.

Market volatility can happen when the market reacts to news, such as when interest rates change. If those up-and-down movements make you nervous, it may mean your diversified portfolio isn’t set to a mix that fits with your risk tolerance, and it’s time to talk to your financial professional about making some adjustments.

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