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Retirement Reality Checklist

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Retirement Reality Checklist
Retirement Reality Checklist

If you had to retire right now, could you afford it? No matter where you are in life or where you are with your savings, growing your wealth starts with having a plan that works for various stages of your life. In this guide, you’ll get a retirement reality check that will help give you a clearer picture of where you are in regard to being able to retire.

In this guide, you’ll learn about…

  • Considering Medicare Options
  • Adjusting for Inflation
  • Paying Off Debt
  • Reevaluating Risk & Asset Allocation
  • Withdrawal Rates
  • Social Security Strategies
  • Tax Strategies

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    Tom Martin, is a financial advisor at Vaylark Financial Services, based in Hartford, Connecticut. He practices in the area of private wealth management offering comprehensive financial planning, custom investment portfolios, tax reduction strategies, risk management, estate and legacy planning, as well as advises on executive compensation and business owner profitability.

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