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Retirement Planning

A common financial goal is to afford a comfortable retirement. But that takes planning. Retirement planning includes taking advantage of your saving and investing opportunities through the years, estimating your expenses in retirement, and preparing to have enough money to cover those costs for your lifetime.

Forget Resolutions: Set Financial Intentions for a Prosperous New Year

Understanding our financial intentions is crucial because it allows us to set goals that truly matter to us. When our goals align with our deeper intentions, we are more likely to stay motivated and achieve them.

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