Tag: Retirement

iStock 1473305148 v2

Portfolio Building

Posted in Blog; Tagged Retirement; Posted 17 months ago by Banzai
As logical as it might seem to look for the perfect stock, bond, or mutual fund and make it your investment of choice, that’s not the…
Screenshot 2024 11 13 at 9.12.30PM

Transitioning to Retirement

Posted in Blog; Tagged Retirement; Posted 19 months ago by Banzai
Transitioning to retirement takes planning and preparation. But if you're wise, you can set yourself up for success.