Rightsizing for Retirement
What does your home really cost?
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Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
The Importance of Beneficiary Designations
Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.