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Retirement Planning Doesn’t End at Retirement

Retirement Planning

Congratulations, you’ve officially retired. In anticipation of this monumental event, you’ve worked hard throughout your career to make smart retirement planning decisions and build a nest egg that will provide financial independence for the rest…

Retirement Identity – Do You Know Yours?

Retirement Identity

Imagine yourself at a cocktail party. A new acquaintance asks you what you do for a living. And the answer is, “Nothing.” You’ve recently retired and carefree days—along with a growing sense of idleness—have replaced…

The Need for a CCRC-Optimized Portfolio

CCRC-Optimized Portfolio

If you or a family member are considering a Continuing Care Retirement Community (CCRC) for housing and future health care in retirement, it’s vitally important to consider your current financial resources against your potential new…

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