Q1 is over! Are you on track? Click here for a Q1 Review of your 2025 Business Plan!
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Inflation is running at a 40-year high. Whether we actually experience a recession next year or not, the economic changes afoot are affecting your clients and their financial plans, confidence and outlook. Consider these four steps as part of your proactive response to uncertain times.
Naturally, retirees want their withdrawals to keep pace with inflation so that they maintain their purchasing power. What portfolio allocation and withdrawal method best meet this demand—and other considerations?
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025