How should we invest for this 55 year old retiree?

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2 years ago
5
Retirement planning retirement planner plan for retirement financial advisor wealth manager wealth planning financial financial planner wealth planner finance stock market

Today we're asking for your help. Here is an example of an investor that has specific needs and wants but cannot handle a lot of volatility. Check out this portfolio mix Dustin puts together to fit these goals and let us know what you think.

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