April 2025 When the Market Shakes

When the Market Shakes, Should You Be Nervous? Or Just Better Prepared?

If you’re in or near retirement, a shaky market can feel personal.

You’re not simply investing anymore—you’re depending on your money to support your life.

And with all the headlines and noise, it’s easy to feel uncertain.

But that’s where having a plan makes all the difference.

Not just a budget—an actual, thoughtful plan.

A plan that includes how you want to live and

What matters to you.

Do you want to downsize? Move to a new state?

Leave a legacy—or spend it all while you can enjoy it?

A real plan helps you answer those questions.

It also helps you manage taxes wisely, balance your risk,

and create steady income you can count on—no matter what the market’s doing.

Because let’s be honest—market dips are always going to happen.

The difference is, with a plan, you’re not reacting.

You’re ready.

And that’s what helps bring confidence.

So, if the market’s making you nervous, maybe the question isn’t “Should I worry?”

Maybe it’s “Do I have the plan that lets me stop?”

And if not—maybe now’s the time to build one.