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Maintaining Wealth


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The key to building lasting wealth is to realize there’s no real finish line. To realize that, even when you’ve made it, it’s never a good idea to let your guard down. Instead, it’s time to start focusing on strategies to protect what you’ve worked so hard to achieve. After all, you never want your success to stand in the way of greater success.

Realigning your goals
You’ve come a long way from where you started. Chances are your dreams and aspirations have come a long way, as well. That’s why it’s essential to take a good long look at where you are and where you want to go. Then make sure you’re taking all the right steps to get you there. A Guardian Financial Representative can evaluate your current financial picture, reassess your plan, and help you determine what next steps will bring your long-term goals closer than ever.

Protecting what you have
You worked hard to build the lifestyle you now enjoy. The last thing you want is for that lifestyle to be threatened by the economy, taxes, or unforeseen health issues. Even if you have a plan in place to help protect your wealth, it’s important to make sure your solutions have kept pace with the growth of your assets. Take the time to review your life insurance and disability insurance coverage to ensure you and your loved ones are adequately protected.

An eye to the future
One of the most effective ways to maintain wealth is to preserve your investment principal by using alternate income sources for your day-to-day needs. That’s why annuities, IRAs and mutual funds can be critical components of your wealth preservation plan. They can provide you with a steady income stream to meet your everyday living expenses without syphoning away your wealth or impacting the legacy you want to leave for your loved ones.

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