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The Retiree

Maximizing Your Retirement

Maximizing Your Retirement

Retirement is here and you're now enjoying the fruits of your labor. It's important to keep your life and finances on track.

Some concerns that may arise during retirement:

  • In a market downturn, what if any changes do I need to make?
  • A large expense is coming up. Which account should I use?
  • How can I withdraw my savings in a tax smart way?
  • Is it time to downsize?
  • Should I pay off my mortgage?
  • Is my estate plan in order?

Don't let questions keep you up at night.  We can work together keep your plan on target and adjust as life changes.

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