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Retirement nearing? Do these 5 things first.

by Eric Nager on Apr 17, 2024

Retirement, Family, Savings, Lifestyle, Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.