News From Mike

Why Your Retirement Plan is at Risk

May 18, 2022

If you only look into the average return percentage on your investment portfolio, you’re most likely missing the bigger picture. The amount of risk you incur can drastically impact your investments.

Watch Michael Reese explain the importance of paying attention to risk!

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Risks of Forced Distributions

May 11, 2022

When you turn 72, you are forced to take money out of your retirement accounts, whether you want to or not!

Watch Mike explain the risks of forced distributions!

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I’m 5 Years Out From Retirement, What Should My Portfolio Look Like?

May 04, 2022

If you are nearing retirement, it’s important that you learn how to properly structure your investment portfolio. Retiring has different priorities besides just growing your money.

Check out this week’s episode of Ask an Advisor, where Mike explains What Should Your Portfolio Look Like?

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