88 • RUBY, WILDING & SWANSBURG
Need Help? The good news is, you don’t have to do it alone. There are many considerations you’ll need to make when awdhj uy sitti’ns gc ryiot iucra lr et ot i rf ei nmde an tf isnt ar antcei ga yl af od rv itshoer lwo ni tgh geaxmp ee .r tTi shea ti’ns three areas: • Asset diversification – to seek balance between growth and protection of your retirement funds • Income diversification – to help ensure your funds last as long as you do • Tax diversification – to help reduce your legislative rcihsakngaensd help inoculate you from future tax We refer to these types of advisors as “New Holistic” aredtviriseomrsentbpelcaanunsieng.they take a complete approach to They’re likely in your town, but you have to search them oC uOtV. II Dn t ee rnvviierwo ntmh eemn t awn dh emn aikt ec os umr ee st ht oe ya us snedt egrrsot awntdh ,t hi necpooms et -, a g n am d e ta . xes. Make sure they help their clients plan for the long If you need help, you can call our office, and we’ll work to cAodndni tei cotn a lyl yo,ut h et ot h r ae e opfruo sf easns ido no ua lr s ti na f f aytoSutro n ec wo mo omduhnai tvye. tt hr aeiinr ecdl i ea nst es ’l et catx gbruorudpe no sf fui ns ianngc ioaul rppr or of ej es cs ti oi onna lms ot od eel vs a. lSuoa, t ief yf ooru ’Md al ri kt ye aa nn da nhai sl y ws i si f er )u, nwoen cyaonu rh ealsps ectosn(nl iekcet wy oeu’ v et os ht hoows ne resources as well.
Made with FlippingBook interactive PDF creator