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BerryDunn
BerryDunn Wealth Management
Retirement Income Planning: The Total Return Approach Vs. the Bucket Approach
Most working Americans have only one source of steady income before they retire: their jobs. But when you retire, your income will likely come from a number of sources, such as retirement accounts, social security benefits, pensions, and part-time work. When deciding how to manage your various assets to ensure a steady retirement income stream, there are two main strategies to consider: the total return approach and the investment pool—or bucket—approach. Read more...

Social Security Timing Strategies
The most common questions individuals have about social security strategy... Read more...

Market Update for the Quarter Ending December 31, 2018
Terrible December caps off tough year for markets
Unfortunately, investors who were holding out hope for a year-end rally were disappointed.
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Securities offered through Commonwealth Financial Network, Member www.FINRA.org/ www.SIPC.org. Investment advisory services may be offered through Commonwealth Financial Network, a registered investment adviser, and/or BerryDunn Wealth Management, LLC, a state-licensed investment adviser. Advisory services and fixed insurance products and services offered by BerryDunn Wealth Management, LLC are separate and unrelated to Commonwealth. 100 Middle Street, Portland, ME 04101. 207-541-2200
Perspectives Fact v. Fiction
Social security spousal benefits are designed to provide retirement income to spouses who’ve earned significantly less than their spouses have during their working careers.
Test your knowledge...

CONTACT US
Barbara Appleby
JD, MA, AIF
®
Kristin Guibord
MBA, AIF
®


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