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Image for The Top 5 Things To Do in 2023 If You Want To Retire in Your 50's

The Top 5 Things To Do in 2023 If You Want To Retire in Your 50's

August 17, 2023 | David Edmisten, CFP®

If you really want to retire in your 50's, review the top 5 things you can do in 2023 to maximize your savings, save on taxes and cut your expenses and take action now.
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Image for The Most Important Retirement Questions (That Aren't Financial)

The Most Important Retirement Questions (That Aren't Financial)

August 17, 2023 | David Edmisten, CFP®

Decide what you want your retirement to look like so that you can make good financial decisions to accomplish your vision.
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Should you relocate when you retire?

August 17, 2023 | David Edmisten, CFP®

Relocating may indeed make sense for a number of people entering retirement. But before making plans to move somewhere new, there are important steps to consider.
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New Rules for Retirement from Secure Act 2.0

August 17, 2023 | David Edmisten, CFP®

Recently passed legislation from Congress creates important changes for those nearing retirement. Learn how the new rules can impact your retirement planning.
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