Ford Stokes and Sam Davis share a checklist of six essential steps investors should be taking as they prepare for retirement. Have you met with a fiduciary advisor who can help you reduce risk, taxes and fees?
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On this week’s show, Ford and Sam discuss the recent news about Wells Fargo overcharging investment accounts. Plus, banks are pushing certificates of deposit...
Advisors Ford Stokes and Sam Davis discuss the importance of preparing your portfolio for decumulation as you get close to retirement. Plus, did you...
Reviewing your retirement portfolio with a licensed advisor is just one of many ways you can build your financial independence and confidence. Taking small...