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A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau

Excess Returns

CHAPTER

Adapting Financial Plans to Life Changes

This chapter explores how personal life changes, such as the death of a spouse, can affect financial strategies and risk tolerance. It underscores the need for regular reassessment of financial plans and the vital role of financial advisors in navigating these adjustments for sustainable retirement planning.

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