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The Pre-Retirement Checklist

Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you think! This handy checklist of crucial steps can help you visualize how far you’ve come.

Nice! You're steps closer to retirement readiness.

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The Cost of Procrastination

Some of us share a common experience. You're driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops.

“Are you aware the registration on your car has expired?” 

You've experienced one of the costs of procrastination.

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Women and Investing: How to Take Control of Your Financial Life

You already know the importance of investing for your long-term financial picture. What you may not realize is that women face unique life situations that can make investing in their futures especially challenging. By understanding these issues, you can be better equipped to pursue the financial future of your dreams. We’re on the cusp of an extraordinary time in financial history. Over the next decade, a large amount of wealth will be transferred to the next generation. It’s estimated that as much as $30 trillion in financial assets could be in the hands of women by 2030.1 However, women investors may face life events that make financial literacy and advanced strategizing especially important. Life changes like outliving a partner, divorce, and becoming a primary caregiver for a loved one can all affect one’s financial earning and investment potential. This guide is designed to encourage you to take control of your financial life. By helping you prepare for potential challenges, your financial professional may be able to help you be better prepared for whatever lies ahead.

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