RETIREES
Do you know whether your assets will be sufficient enough to last through your retirement years?
During today’s uncertain economic times and volatile markets, are you asking yourself:
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Am I on track to reach financial independence?
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How much will I need, and how much is enough?
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Are my retirement goals feasible, and what do I need to accomplish between now and then to achieve them?
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Are there steps I could be taking to preserve my savings from loss?
If you're already retired, perhaps you are asking:
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How much of my savings can I spend without compromising my income?
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When and how much should I begin drawing from my retirement plan?
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When and how should I reposition investments to generate income, especially in a low interest environment?
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When should I take Social Security or early retirement from an employer?
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How can I best supplement Social Security income?
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How can I manage my income tax liability?
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What is the best way to help assure my income keeps up with inflation?
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Am I doing all that I can to protect my estate as it passes to my heirs?
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How can I protect my savings should a medical crisis or long term care need arise?