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How to Plan for Retirement: 9 Steps for a Secure Outcome
Retirement planning doesn't have to be complicated, but it does require intentionality and consistency. From setting retirement goals and saving 15% of your income to managing debt, preparing for healthcare costs, and creating an estate plan, these nine steps can help you build a stronger financial foundation for the future.

Matthew Harris
4 days ago5 min read
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The "Perfect" Amount - Retiring Comfortably
Is there a magic number for retirement? Not exactly. In this article, Associate Financial Advisor Ethan Barry explains why a successful retirement is about more than reaching a savings milestone—it's about creating a personalized income strategy that aligns with your goals, lifestyle, and long-term financial needs.

Ethan Barry
Jul 284 min read
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