Your Toolbelt For Asset Allocation in Retirement

You’ve spent most of your working life saving for retirement. The assets you’ve acquired throughout the years are put in place in order for you to live the life you want after you are done working. But now that you are in retirement, what is the best plan to manage your assets? 
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MEET TONY

Tony Velasquez runs Wisely Advised, LLC a full-service Registered Investment Advisory Firm offering Financial Planning, Accounting and Investment Advisory services to individuals, families, and businesses. 
 
Whether it's traveling, being at the beach, or at his family's ranch in Texas, Tony loves enjoying time with his family and friends. ​​
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​​10-POINT
RETIREMENT
CHECKLIST

The Benefits of Compound Interest

Understanding Medicare

Building a ​Retirement Budget

Financial Planning and the New Tax Code

Avoiding Lifestyle Inflation

Are You Adequately Insured?

Vehicles to Help Save for Your Child's Education

Four Estate Planning To Do's To Add To Your List

How Much Money Do You Need to Retire?

Understanding Your Risk Tolerance

Know Your Net Worth

Saving for Retirement? It's Never Too Late