Benefit from Your Birthdays

The road to and through retirement is dotted with time-sensitive financial planning milestones.

January 23, 2018

Not all birthdays are about a driver’s license, getting to vote or toasting with a glass of wine. Some are important to your comfort in retirement, too. No matter who you are, the years leading up to and during retirement contain a number of key financial planning opportunities worth capitalizing on. You and your spouse may hit these dates at different times, so be sure to coordinate before making any decisions.

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