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Retirement Planning

Retirement Planning is essential, because when you retire you never again have earned pay. Organizing retirement income is one of the central components of an effective financial plan. One of the biggest concerns for most retirees can be outliving their savings or having health costs that were not budgeted for.

What should I do about insurance and social security?

When can I afford to retire & how much should I save?

When do my benefits begin & how much of it is taxable?

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.