If you’re within five years of retirement, you’re in the red zone. Small actions such as a portfolio rebalance or updating your financial plan can have outsized benefits because of how close you are to going from saving to spending.
My firm works with retirees and those within five years of retirement, so my goal in this column is to give you some financial guidance that’s especially important in this period, but also the bits of wisdom I hear from retired clients who, in hindsight, would have done some things differently.
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