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Building A Social Security Bridge

Recording Retirement Optimization

This recorded presentation discusses options for turning retirement savings into retirement income. We compare these options to a Social Security bridge – using savings first to suspend Social Security to a more advanced age and higher benefit.

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Financial Wellness Money Management Recording Retirement Savings

Kickstart Your Retirement: New Year, New Financial Goals

• Setting financial goals and making the most of your savings • Maximizing opportunities in different tax advantaged accounts • Practical tips on taxes, budgeting, and investing

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