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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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3-2-1 Newsletter (6-18-2020)  Thumbnail

3-2-1 Newsletter (6-18-2020)

In this issue: How good is your strategy for converting assets into retirement income? Choosing the most tax-efficient distribution strategy, The Insecurity of Social Security, Which Makes More Sense for Retirees: A Total-Return or Income Portfolio? and Deciding how to invest in retirement.

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3-2-1 Newsletter (5-28-2020)  Thumbnail

3-2-1 Newsletter (5-28-2020)

In this issue: Realistic retirement assumptions = lower retirement costs, What does luck have to do with retirement? 4 strategies to create lasting retirement income, Retiring Earlier than Planned: What Matters Most? and Know what you want to accomplish and avoid in retirement.

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