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Resources

National currency
National currency

Inflation

Many people forget to account for inflation when planning for their future retirement. This is critical to ensuring you have enough funds to live the lifestyle you want in retirement. 

Taxes

How is your retirement income going to be taxed? Is it tax advantaged? Do you have a mix of taxed and non-taxed income?

Filling Out Tax Form
Family Photo Album
Family Photo Album

Longevity

In recent years individuals are living longer than they ever have before. Will you outlive your retirement income?

Social Security & Healthcare

We have no way of knowing what the social security situation will be when we finally retire nor how much we will need to contribute to healthcare cost. Are these items factored into your retirement plan?  

Healthcare Worker with Patient
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