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GOBankingRates: Kelly Crane Quoted in “Plan Ahead for Inflation: 21 Things to do Before You Retire”

Kelly Crane -CFP®, CFA, CLU

13 minutes

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Kelly Crane CFP®, CFA, CLU, Senior Vice President and Financial Advisor at Wealth Enhancement Group was quoted by GOBankingRates 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 written by Laura Beck here


Head shot of Kelly Crane

Kelly Crane

Senior Vice President

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.

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