Steven Gallo,CFP®’s Post

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Financial Advisor at Marzano Capital Group

You might be familiar with the 4% rule, which recommends withdrawing 4% of your retirement savings in the first year, then adjusting for inflation annually. For example, with $3 million saved, you'd take out $120,000 initially. While it aims to offer a stable income and preserve your principal, the rule doesn't consider factors like market volatility, interest rate changes, taxes, unexpected expenses, or evolving personal needs. Marzano Capital Group can help you navigate these complexities and tailor a retirement plan that fits your unique situation. Contact us today to secure your financial future!

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