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Are You Prepared to Retire?

Will you need to work longer than planned? Do you need to increase savings or adjust spending? What can you do now to work toward protecting your assets and your lifestyle in retirement?

Retirement Expectations vs. Reality

​You can't always envision what will happen in your "second act."

Just as few weathercasters can accurately forecast a month's worth of temperatures and storms, many retirees find their futures unfolding differently than they assumed. Your assumptions may be tested as well.

6 Steps to Take as Retirement Nears

​If you have decided to retire, you may have already been saving and planning for the day you stop working. Here are some suggestions towards making the move from employee to retiree as smooth as possible.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. Financial planning offered through M Financial Planning Services, a Registered Investment Advisor and a separate entity.

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