Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.