Evolves over time

This week I thought to refer you to an article that begins with the simple but universal statement “Retirement planning is a multistep process that evolves over time.” The reason we like this statement is because it relates to each of us, regardless of our age. Whether you are at the beginning stages of thinking about your retirement goals and how long you have to meet them, or you are about to begin to withdraw from your savings, planning is needed every step of the way. Call us if you’d like to review your plan, we may have some suggestions you haven’t thought of, or options you are unaware of. We’re always here to help.

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This commentary was created by a third-party for the Agent’s use. NTM 08-27.