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Retirement

Now that you are retired, your financial and estate planning needs have shifted. For our retired clients, we spend a great deal of time discussing estate planning techniques, such as beneficiary designations on retirement accounts, titling other assets so that it may pass outside of probate, and strategies for spousal income planning. These are just a few of the steps we review with clients. Check below for some other helpful tips. We look forward to sitting down with you soon.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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Avoiding Cognitive Decline

Try these activities to keep your brain sharp.
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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.
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