Retirement Planning
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Revisit your assumptions every 3–5 years08/16/2025
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Align your home and lifestyle with your retirement location08/11/2025
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Consider part-time retirement as a phased transition08/07/2025
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Review your retirement timeline yearly based on life changes08/02/2025
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Don’t delay planning even if retirement feels far away07/31/2025
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Ensure estate planning is aligned with your retirement goals07/28/2025
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Discuss retirement expectations openly with your partner07/25/2025
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Avoid taking on new debt late in your career07/21/2025
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Have a plan for market downturns during retirement07/19/2025
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Understand how RMDs affect your withdrawal schedule07/15/2025
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Test-drive your retirement budget before leaving work07/10/2025
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Build a contingency plan for early retirement or setbacks07/06/2025
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Track fixed vs. variable expenses for retirement planning07/04/2025
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Understand the tax treatment of your withdrawal strategy06/30/2025
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Diversify income sources for greater financial security06/27/2025
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Build flexibility into your timeline and savings targets06/20/2025
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Create a glide path for transitioning from growth to income06/16/2025
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Reassess your risk tolerance as you near retirement06/11/2025
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Use catch-up contributions when you're 50+06/07/2025
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Factor in long-term care planning sooner, not later06/05/2025
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Use a retirement bucket strategy for structured withdrawals06/01/2025
Latest Articles
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08/15/2025Revisit your plan after every milestone or transition
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08/13/2025Focus on systems, not single trades
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08/12/2025Refinancing can improve your score with the right timing
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08/12/2025Focus on patterns, not isolated expenses
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08/11/2025Know when to sell—your exit plan is just as critical
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08/09/2025Match cash needs with maturity timelines