How does your ideal retirement differ from reality, and what can we do to better align the two?
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Have you or a loved one ever had a major health scare? One that rocked your world for a few days (and sleepless nights) until you learned it was not as serious as you feared and that life would return to normal with the right care.
Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health care planning.
It takes a plan to be successful when you head into the wilderness. Your finances are no different.