Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
It’s never a bad time to speak with your financial professional about changes in your situation.
One of the most common questions people ask about Social Security is when they should start taking benefits.