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If you know you’ll be retiring in the next year or so, it’s time to start thinking about tactical moves you can make to get your assets into the best possible position before you begin to rely on them to replace your employment income. It’s important to do this a few years out from retirement, because it gives you the flexibility to make changes for the better.
You’ve been tracking with savings and getting your statements – but pulling all the accounts together and really understanding what you have can be a good exercise. Look across all your accounts, and your spouse or partner’s too:
There are tools available online that can help you track all these accounts if you’re so inclined, but all... ...
If you’re a financial advisor looking to grow your firm, we have you covered. Whether you’re a marketing expert or need the guidance and content to build your program, we’re here with you every step of the way.
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