Great Waters Financial &

Cover Your Assets

Retirement Checklist

We’ve compiled this timeline checklist to organize the critical topics you should think about depending on where you are on the road to your retirement.


How to Reduce Your Taxes in Retirement

One of the most important questions you should ask is, "How will I be taxed in retirement?" That’s because, according to the FINRA, “income taxes can be your single largest expense in retirement.”


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