From 842c7e685eec12b69fac56439ad7bd200450f050 Mon Sep 17 00:00:00 2001 From: jimmyebi737972 Date: Fri, 5 Dec 2025 06:11:03 +0800 Subject: [PATCH] Add Five Steps to a Durable Retirement Strategy --- Five-Steps-to-a-Durable-Retirement-Strategy.md | 2 ++ 1 file changed, 2 insertions(+) create mode 100644 Five-Steps-to-a-Durable-Retirement-Strategy.md diff --git a/Five-Steps-to-a-Durable-Retirement-Strategy.md b/Five-Steps-to-a-Durable-Retirement-Strategy.md new file mode 100644 index 0000000..32ede0d --- /dev/null +++ b/Five-Steps-to-a-Durable-Retirement-Strategy.md @@ -0,0 +1,2 @@ +
Start with goals, time horizons, and cash flow. Translate each goal into a target amount and date, then map investment risk and liquidity accordingly. Use diversified building blocks and keep costs visible. Create an investment policy with rebalancing rules and [Financial Synergies](https://savetitlex.org/houstons-leading-investment-management-experts-plan-invest-succeed/) guardrails for savings and withdrawals. Coordinate taxes, accounts, and estate documents so the plan operates smoothly. Review annually to adjust contributions, allocations, and contingencies. Discipline and clarity are the edge. +
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