The Retirement Rockstar Pathway to Success

David emailed in and he wants to come visit the office to see if he's a rockstar. He's very close to retirement and wants to know if he should move his investments to cash. Is this a good thing to do? This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing

• Likes
• Share