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Ep 35: What To Do as You Count Down the Days to Retirement

If you’re counting down the days until retirement, we have a checklist of things you need to keep in mind. We’ll help you get ready for the big day and make sure you are ready financially and otherwise.

Ep 17: Is Your Your Financial Plan Out of Tune?

September 30, 2021

Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan