Congratulations! You have successfully navigated the waters of life.
Step 7 is to check your retirement budget. This will include any pensions or distributions and maximizing your Social Security benefits.
Step 8 is discussing what assets we have to work with and if you're planning to take any distributions in the future.
Step 9 is having a good plan if you ever need care with day to day activities.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
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