Case Study: Ramp Up Your Savings Not Your Aggressiveness

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Client Relationship Manager - Retirement Services Justin Wagner, AIF®, take a look at a couple’s situation who have most of their retirement assets in their 401(k)s and are concerned about their risk exposure now that they are about 10 years from retirement.