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Plan Your Summer Vacation & Your Retirement

If you’re heading out on a road trip this summer, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist...

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Check the background of this financial professional on FINRA's BrokerCheck