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Year-End Savings Topics

Financial Planning & Advice Recording

Holiday spending, last minute tax situations, and getting off on the right foot next year are all themes we cover in this video. Many people assess their finances and retirement savings at the beginning/end of the calendar year. If you are one of them, keep these items in mind.

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Recording Resources

Women, Retirement, and Their Unique Planning Considerations

In this insightful presentation, we explore the unique considerations women should keep in mind when planning for retirement. Discover key insights and practical strategies to help women achieve financial security and independence in their golden years. • Longer Lifespans: Women typically live longer than men, making long-term financial planning crucial. • Earnings Disparities: Addressing wage gaps and career interruptions is vital for building robust retirement savings. • Caregiver Roles: Balancing caregiving responsibilities with retirement saving strategies is essential for financial well-being.

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