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3-2-1 Newsletter (9-10-2020)  Thumbnail

3-2-1 Newsletter (9-10-2020)

3-2-1: 3 Costly Retirement Mistakes to Avoid, 8 ways issues can (and do) change in retirement, The Great MAGNIFIER in Retirement, How Retirees Are Reacting to Market Swings, COVID-19 Retirement Survey, and Why you need to identify your leisure activities before you retire.

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3-2-1 Newsletter (8-13-2020)  Thumbnail

3-2-1 Newsletter (8-13-2020)

In this issue: 3 simple things alone will determine retirement success, 4 things to consider to maintain retirement security, How you spend determines how long you spend, Are Markets And The Real Economy Disconnected? When Are People Claiming Social Security? and Determining the role of work in retirement.

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3-2-1 Newsletter (7-16-2020)  Thumbnail

3-2-1 Newsletter (7-16-2020)

In this issue: It pays to know your risks in retirement, Risk capacity supersedes risk tolerance in retirement. The pitfalls of doing your own retirement income planning. The Top 11 Jobs That Employers Want Retirees to Do, How Can You Protect Your Retirement Portfolio During the Election? and What do you need the most help with in retirement?

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3-2-1 Newsletter (7-09-2020)  Thumbnail

3-2-1 Newsletter (7-09-2020)

In this issue: What is the real goal? Why you may be over saving for retirement and not know it. What I can focus on today that will continue working for my retirement tomorrow. Medical expenses can eat up retirement income and Simplifying Your Life Before Retirement: 3 Simple Steps.

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3-2-1 Newsletter (7-02-2020)  Thumbnail

3-2-1 Newsletter (7-02-2020)

In this issue: 5 things you DON'T want to do to your retirement, Why Use a Retirement Income Plan in The First Place? 10 things your retirement income plan should include, What is the Retirement Spending Smile? How Much Retirement Income Will You Need? and What can you work on today that will continue working for your retirement?

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3-2-1 Newsletter (6-25-2020)  Thumbnail

3-2-1 Newsletter (6-25-2020)

In this issue: The retirement cycle of improvement, Ignoring risks in retirement doesn't make them go away, Which of my current habits serves me most? Which serves me least? The Efficient Frontier for retirement income and how to assess the risks most impactful to your retirement.

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