“Great investments are made when a high-quality business is available at an attractive price.” – Warren Buffett

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What's inside: Preparing to Retire

  • Practical advice for navigating the financial and emotional challenges of retirement
  • Strategies for income in retirement using dividend-focused portfolios
  • Guidance on preparing for changes in family dynamics and leaving a lasting legacy
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What's inside: What to do at 62

  • Design your portfolio to generate retirement income while maximizing tax advantages.
  • Gain insight into benchmarking and how it measures portfolio performance.
  • Recognize the impact of mutual fund and advisory fees on your overall returns.