
Empty Nesters
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How can I recreate my current paycheck in retirement?
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Will I run out of money when I make work optional?
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Do I need long term care insurance?
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What is the best way to tap into my IRA’s and Roth IRA’s
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Should I use the catch-up provision on my 401(k) plan?
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Is it a good idea to look at doing an in-service distribution?
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What is the best way to talk to mom and dad about their future plans?
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How long should I hold on to my current life insurance?
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Should I look into getting a living trust?
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Is it best to sell my current home and downsize?
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What about the idea of getting a reverse mortgage?
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Should I convert some of my IRA’s to a Roth IRA?
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When should I start taking my social security?
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Is it smart for my spouse or partner to wait to take social security?
Are you ready for your FREE No Obligation Consultation . . .
· Learn how to save money by using smart tax management strategies
· Figure out new ways to minimize your expenses
· Discuss how to balance having fun today and being fiscally responsible for the future
· See the power of becoming the CFO of your own family finances
