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Are You Ready for Retirement?

Take This 2-Minute Assessment

Answer these 7 questions to discover potential gaps in your retirement income strategy:

  1. Do you know exactly how much monthly income you'll need in retirement?

  2. What percentage of your retirement income will be guaranteed vs. market-dependent?

  3. Do you have a plan if markets crash in your first 5 years of retirement?

  4. Can you access your retirement funds without penalties if needed before 59½?

  5. Are you minimizing taxes on your future retirement withdrawals?

  6. Do you have adequate protection for your beneficiaries?

  7. Have you planned for potential healthcare costs in retirement?

If you answered 'no' or 'I'm not sure' to any of these questions, let's fix that.
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