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Have I saved enough to retire? This is the most critical question to answer and first one all potential retirees must answer. Do I have enough money to leave my job and not risk running out of money? There are many great basic tools online, such as retirement calculators, and some common calculations that can help you begin the process of confirming if you have saved enough.
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Have you ever wished your financial life was less complicated? Do you have some financial accounts that are hard to keep track of? Do you ever wonder if all of your accounts are aligned together to help you meet your goals in the most effective way? Get organized to save yourself time and get better results as you approach retirement.
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If you own stock from your company in your 401k, you should think carefully before deciding to do a 401k rollover. Consider potential tax savings first.
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Even if you have a solid financial education, working with a financial planner can provide important benefits for your financial well-being. Hiring a professional who has the time, expertise and dedication to help you make the best decisions for yourself can be invaluable.
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