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If you’re nearing retirement age, the coronavirus pandemic is not the first major market disruption you’ve experienced, and it’s unlikely to be the last.

So if you’ve had to rethink aspects of your retirement or shift your financial outlook, you may be wondering how you could retire confidently amongst so much uncertainty. That’s why we’ve put together a guide specifically for those who are anxious about retiring soon. These are the four considerations our retirement specialists feel are most crucial for pre-retirees today.

This retirement guide includes:

  • Guidance on the biggest expenses you’ll face and how to prepare for them
  • Steps to create a sustainable income plan for retirement
  • Tips for avoiding the most consequential tax and investment pitfalls
Retire Soon

As a research-based firm helping investors make data-driven decisions, we share these financial guides with clients, partners, and those with portfolios of $500,000 or more who are looking for objective retirement insights.

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