It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.
Are you feeling ready to expand your career? Or maybe switch careers altogether? After you’ve been in the working world a while, it’s common to want more from your professional life. A lot of people turn to graduate school to get there, but sometimes this plan is accompanied by a four-letter word: debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.