Retirement Income Planning – 10 reasons to consolidate your investments and financial advisors as you approach retirement.
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In a recent conversation, I was asked if there are any advantages to consolidate their investments and financial advisors as they approach retirement.
Smart Tax Strategies for Retirees: Tax Efficient Income Withdrawals
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One of the most important decisions a retiree must make is how to create an income and cash-flow strategy from the financial assets they have accumulated over their lifetime.