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Plan Retirement

Seek wise counsel

Evaluate expenses for retirement

  • Develop strategy for addressing monthly expenses – household, travel, healthcare needs
  • Implement long term care strategy

Develop “tax efficient” income strategy

  • Coordinate income from all sources – spouse, social security, pensions, investments

Develop strategy for aging parents

Consolidate assets

  • 401(k) rollover options
  • Pursue roth conversion,as applicable
  • Rachett down investment risks

Reconfirm beneficiary designations on retirement accounts & insurance policies


Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.

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