An Inside Look at Retirement Living
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Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Tax-Advantaged Retirement Strategies
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.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.