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How To Best Plan For Retirement

King Solomon wrote in proverbs that with an abundance of counselors there is victory. And so with this particular question of how to best plan for retirement, I believe the answer is to....

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How much do I need to retire comfortably

Every client that comes into our office asks this question, or something similar, particularly when we add the word comfortably. The reason this question can be tricky is that everyone defines comfortable in a different way.

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How often should I talk to my financial advisor? 

How often should I talk to my financial advisor? When you begin a relationship with a holistic and comprehensive fiduciary financial planner, they will in all likelihood set up a schedule of conversations and annual updates that you will have each year.

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