Retirement Toolbox

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September 5, 2019  

3rd & 4th Quarter Planning To-Do List

As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on to make sure you’re still on the right financial track. Especially if you’re a retiree, or pre-retiree. Are you focusing on the right things? Listen to today’s podcast to find out. We'll also answer a question from Howard about dividend-paying stocks.

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