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Latest / Retirement Unlocked

Key Decisions to Get Right in Your 60s for a Confident Retirement (Ep. 190)

Planning for retirement in your sixties involves a series of decisions that shape the rest of your life. Many retirees and pre-retirees are unsure how Social Security, healthcare, taxes, investments, and estate planning all work together, and this uncertainty can lead to costly missteps. In this episode, Larry Heller, CFP®, CDFA®, breaks down the most …

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