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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

Turning Your Savings Into Income: Effective strategies for creating a retirement paycheck

In the realm of retirement planning, much attention is devoted to the saving and accumulation phase. But what about the income phase? Join us in this enlightening video as we delve into this often-overlooked aspect of retirement planning. In this video, we will cover the following key topics: • Identifying Your Retirement Income Needs • Understanding Your Income Personality • Tailored Strategies for Diverse Retirement Income Preferences

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