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What's New: When will you retire?

September 06, 2015

According to research conducted this spring, U.S. workers expect to stay employed past age 65 and to transition into retirement by reducing hours on the job over time.

Whatever your expectations for your post-work life, planning now can mean you'll be prepared to manage your retirement years. Review your health and disability insurance needs, tune up your retirement plan savings strategies, and estimate how much annual income will allow you to live the life you envision. Contact us to make an appointment for a comprehensive review of your financial situation.