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CLIENT CENTER
Retirement Rules of the Road
What We're Thinking
August 19, 2011
Know your visions, goals and dreams
Think with a lifetime time horizon
Commit to a healthy lifestyle
Keep a monthly spending plan and remove any unnecessary expenses
Plan to purchase big ticket household and family items before retiring
Strive for an Emergency Fund equal to two years of your monthly expenses
Be debt free
Stay invested in a growth oriented, diversified investment portfolio
Do not try to time the markets
Implement a responsible withdrawal plan for consistent income from retirement accounts
Reduce portfolio withdrawals during periods of economic stress
Minimize investment expenses without losing value in critical areas such as professional counsel and portfolio management
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