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A clear understanding of their financial goals
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A well-defined roadmap for achieving those goals
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Ongoing advice to help adjust their roadmap when their needs change
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
Many insurance companies have begun to raise rates, restrict coverage, or stop selling policies in high-risk areas.
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
Use this calculator to estimate how much income and savings you may need in retirement.
How much would your monthly lease payment be?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.