Retire Happy - A simple guide to your next big adventure.
This ebook is intended to help you prepare for your retirement voyage. Here, you will find a high-level overview of some key considerations to help you get ready. We will talk about your goals, and go over some potential sources of income that could fund your voyage. We will talk about some of the costs—and the risks—you might face along the way.
- Spending
- Sources of Funding
- Social Security
- Market Volatility
- Life Expectancy
- Health & Extended Care
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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