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I'm about to retire

What do you want to learn about?

Today's financial needs | Planning for retirement | Living in retirement | Protecting assets

Today's financial needs

Budgeting for today and tomorrow

Budgeting for today and tomorrow

Credit basics

Credit basics

How do I pay off debt and save at the same time?

How do I pay off debt and save at the same time?

Five steps to financial wellness

Five steps to financial wellness

The (very) basics of taxes

The (very) basics of taxes

Ways to reduce your income taxes

Ways to reduce your income taxes

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Planning for retirement

Keeping your portfolio balanced

Keeping your portfolio balanced

Avoiding emotional investing

Avoiding emotional investing

Staying in your retirement plan when you retire

Staying in your retirement plan when you retire

Key milestones

Key milestones

When should I file for Social Security?

When should I file for Social Security?

Rollovers

Rollovers

Social Security filing rules for beneficiaries

Social Security filing rules for beneficiaries

Income sources in retirement

Income sources in retirement

Roth vs. traditional: Which is better?

Roth vs. traditional: Which is better?

What to do during a down market

What to do during a down market

What is a withdrawal strategy?

What is a withdrawal strategy?

What is the 4% rule of retirement income?

What is the 4% rule of retirement income?

Prepare for financial risks

Prepare for financial risks