Retirement Readiness: Smart Investing for the Home Stretch (Ep. 4)

Are you a decade away from retirement and wondering if your "set it and forget it" strategy still works? In episode four of the Retirement Readiness Journey, Rose Price, CFP®, AIF®, Partner, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF®, Partner, Financial Advisor, dive into the critical shift from aggressive growth to strategic preservation. Learn how to evaluate your current asset allocation and build a custom "glide path" that aligns with your specific retirement goals. Key Topics...