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SpringRetirement

In the fall season in life, knowing how to maximize your lifetime savings and when and what percentage to withdraw from your retirement and savings accounts can be confusing. People are living longer and as your financial advisor we work with you to make sure that your life savings and financial plan are on track to provide a steady income stream that will last your lifetime. We will work with you to make sure that you maximize your Social Security and Medicare benefits.

Key planning issues for the Retirement phase in life: