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Ken Moraif, CFP, is a senior adviser at Money Matters, a Dallas-based wealth management and investment firm with over $3.5 billion in AUM and serving over 7,300 households (as of March 31, 2017). The firm works with pre-retirees and retirees, offering estate and tax-planning services, retirement plan consulting and investment management. He frequently outlines retirement trends in his weekly radio show, "Money Matters with Ken Moraif" and highlights investment strategies in his book, "Buy, Hold, and SELL!"
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The five years before and the five years after retirement can be a real minefield. A big loss during this time could spoil all your hopes and dreams, so here’s what you need to do to protect yourself.
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