Could Playing It Too Safe Put Your Retirement at Risk?

Could playing it too safe with your money create a different kind of retirement risk? David Gagnon explores how balancing investment risk and long-term growth can factor into retirement planning. He also discusses planning for couples with significant age gaps, coordinating Social Security, healthcare and taxes, and looking beyond strong market returns. Plus, learn why business and farm succession planning may require careful conversations about income, inheritance and family legacy.

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