Dude, Where’s My Withdrawal Policy Statement?

A&I Financial Services > Periscope Newsletter > Dude, Where’s My Withdrawal Policy Statement?

This week, let’s look at our very own Cameron Morgan’s recent article published at and nbsp;Marketwatch.com and talk about making the move from saving and accumulating money to withdrawing it, and spending it for the rest of our lives. Cameron makes the analogy between our parents and the two documents that help guide us (your financial advisors) during your investment lifetimes. Please email Courtney at Courtney@assetsandincome.com and nbsp;for a copy of the article. and nbsp;

About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.

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