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How to Retire with Confidence

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Did you know that expenses typically increase in your first decade of retirement?

After working with thousands entering into retirement, we’ve found the average retiree’s expenses typically increase 10–20% during the first 10 years of retirement and start decreasing later.

Think about it. When you retire, and “every day is Saturday,” you’ll have more free time—and that gives you more opportunities to spend as well.

That’s why we help people prepare not only for these increased expenses but also provide tax-efficient strategies to increase the income they get to keep.

In this 15-minute video class you’ll learn:

  • The 2 common misconceptions of retirement income planning.
  • Why you shouldn’t rely on the “4% rule.”
  • How changing which accounts you draw from at different times can save you hundreds of thousands of dollars.
  • The 3 strategies that—when planned for now—can increase your retirement income by $100k+.
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It’s easy to get started.

Start by talking with one of our advisors. We’ll get you on the right track to pursue your retirement dreams by answering your questions and giving you resources for this next chapter.

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