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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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Is retirement distribution planning more complicated than saving for retirement?

August 17, 2023 | David Edmisten, CFP®

As you approach retirement, it’s important to keep in mind the complexity that comes along with planning to distribute your retirement savings. Leading up to retirement, financial decisions are relatively simple. You decide how much you can save, what type of account to save it in, and how to invest within that account. Once you actually retire and need to use your savings, things get much more complex.
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How to Recession-Proof Your Finances in 2023

August 17, 2023 | David Edmisten, CFP®

The threat of recession can leave you concerned about protecting your finances. Here are 5 tips on how to help protect your wealth during a recession.
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