RETIREMENT PLANNING
Planning for retirement brings up a lot of questions—let's answer them together
Many people think that major retirement decisions are made close to the age of 65. In reality, there are a number of important dates, many of which begin as early as age 50. It is important to start looking at the series of decisions, and work with your financial professional to be sure you make the choices that are appropriate for you.
Additional Links and Resources
- 8 mistakes that can upend your retirement - Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes.
- Retirement Savings Calculator - Estimate how long your retirement savings may last using various monthly cash flow rates.
- Retirement traps to avoid

Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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