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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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Guide to Long-Term Care Insurance

The greatest gift of long-term care insurance is that it allows loved ones to supervise your care and not have to provide your care.

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Money Mantras

Market swings causing you some anxiety? These four money mantras can help you overcome it.

Whether it’s the continuing presence of the COVID-19 pandemic, a sudden boost in prices related to gas, food, housing and other essentials, supply chain hiccups, an uncertain labor market (or any number of other things), the stock market has certainly seen its share of ups and downs over the past six months. As always, it’s impossible to predict what the market will do on any given day. But at the start of a new year, it’s always a good idea to take some deep, measured breaths and focus on some basic money mantras. Doing so will help you push through any anxiety you may be feeling regarding your retirement account (no yoga pose required).

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