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Retirees

The retirement “red zone” is the last five years of work and first 5 years of retirement. That’s where you can't afford to make a mistake with your money. So, whether you are still planning for your retirement party – or already have your gold watch in hand - let us share with you the latest research on how to help:

  • Get the most you can from Social Security.
  • Maximize your net, spendable, after-tax retirement income.
  • Guarantee that you won’t out-live your nest egg.
  • Protect your assets from the skyrocketing cost of quality healthcare.
  • Help your money to keep pace with inflation.
  • Allow you to better enjoy life without worrying about the stock market.
  • Leave a legacy to family or charity when you are gone without depriving yourself of some fun.

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