By Marc Séguin
As published in the Fall/Winter 2022-2023 Edition of Senior Living
Investment returns are down. The cost of living is growing at rates not seen in a very long time. Fixed-income portfolios based on bonds have plunged. Hmm. Weren’t bonds supposed to be the stable assets in a portfolio?
How do you feel about your current financial situation? Most seniors worry about money, and during uncertain times, the anxiety is more intense.
It doesn’t need to be. A financial plan goes a long way in providing peace of mind.
