top of page
Can Thelma, 61, retire soon without cutting back on her spending?
Featured Planner:
Andrea Thompson
The Globe and Mamil
May 11, 2024
As protection against financial market volatility, Thelma may want to discuss a 'bucketing' strategy with her adviser to ensure there are enough cash and cash equivalents to safeguard one to three years of required portfolio withdrawals, experts say.
bottom of page