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As we approach our retirement years, most of us feel a bit of anxiety. That’s a completely normal way to feel before such a major change in lifestyle and financial status. But right now, with so much of the economy and society in general experiencing so many changes, you might…
It’s that time of year again! Most of us dread having to gather the necessary paperwork and file our income tax returns, but for some there is a nice surprise waiting at the end. It is possible you will receive a sizable tax refund. It’s tempting to blow the whole…
With retirement planning, we often see clients focus on the financial aspect. And that’s certainly understandable! But let’s shift gears for a few minutes, and talk about what you will do to make this time in your life fulfilling. Everyone’s retirement dream is different, but the following eight suggestions are…
With lifespans growing longer, many of us will enjoy a longer retirement. But we must all worry about the longevity of our retirement savings, too. Will your savings last for the rest of your life? And are there ways to strategize both your withdrawals and spending to hopefully make that…
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