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Almost There: What to Do 10 Years, 5 Years and 1 Year before Retirement

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Timing is an important part of the planning process

Retirement planning isn't just about saving money until you reach your ideal retirement age. It's about strategic lifestyle decisions and making certain moves with your savings and assets for years before you reach retirement. Here are some guidelines you should consider:

10 Years before Retirement

5 Years before Retirement

1 Year before Retirement

Allow us to work with you on your retirement planning needs, whether you are 5, 10, 15 or 40 years out from retirement. Just stop by or give us a call today.

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