It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.