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Retirees and Pre Retirees

Retirement living conjures up various images. Some see retirement living as traveling. Others envision more family time. Still others simply look forward to more free time.

For pre-retirees, retirees, and those who are 50+, I can help you plan for retirement by: helping to prepare for the unexpected, providing strategies to help increase your income, providing options to reduce taxes via tax efficient investments.

No matter what your view, there are a number of questions and concerns that should be addressed to help you better prepare for retirement living. Because in order to pursue your goals and dreams for retirement, it is necessary to determine a strategy for your future.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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