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Nearing Retirement

“Count your age by friends, not years. Count your life by smiles, not tears.” 
― John Lennon

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?
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Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
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Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Are your needs more unique?

Paying Off Debt

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Social Security

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Family Protection

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Tax Planning Strategies

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Charitable Giving

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Estate Planning Services

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Business Owner

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Elder Care

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History of Markets

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