Making the Switch: How to Transition Your Portfolio from Growth to Income

Once you quit earning a paycheck and start living off your savings, what’s your income shortfall going to be? Where is that money going to come from? Anyone nearing retirement needs to have their income ducks in a row.

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One of the biggest challenges investors face as they near retirement is transitioning their portfolio from a focus on accumulation and asset allocation to a new, but just as critical, emphasis on distribution and income allocation.

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Chad V. Cassiani, Attorney and Financial Adviser
CEO and Founder, New Heights Financial Services

Chad V. Cassiani of the Cassiani Law Offices is an attorney and financial adviser who specializes in estate and financial planning for individuals, families and businesses. In addition to his law degree, he has a master's degree in taxation and an MBA in business. He is an author, teacher and popular public speaker.