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Nasdaq: Kelly Crane Quoted in “Plan Ahead for Inflation: 21 Things To Do Before You Retire"

Kelly Crane

- CFA®, CFP®, CLU®

7 minutes

Kelly Crane CFP®, CFA, CLU, Senior Vice President and Financial Advisor at Wealth Enhancement Group was quoted by Nasdaq in “Plan Ahead for Inflation: 21 Things To Do Before You Retire.”

"Taking distributions now will lock in losses, reduce your principal and make it difficult to achieve a sustained lifetime withdrawal," said Kelly Crane, senior vice president and investment advisor with Wealth Enhancement Group.

Access the full article authored by Laura Beck here.

Kelly Crane

Senior Vice President, Financial Advisor

St. Helena, CA

With decades of experience and an impressive list of qualifications and certifications, Kelly’s approach to wealth management is strong on planning, tactical in investing, and disciplined in balancing risk and return. He believes wholeheartedly that astute financial planning is the bedrock of a well thought-out, holistic wealth management philosophy, and that removing emotion from the decision-making process is essential for any truly tactical investment strategy.