Month

June 2018
When planning for retirement, there are certain things you can't control. Account for those unforeseen elements by planning for what you can control. 
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Legal documents are confusing and typically come with a lot of complex vocabulary. Matt sorts through the jargon and explains why they're so important. 
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Putting A financial plan together can be overwhelming. We'll show you how to take the first steps toward getting started. 
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Retirement planning requires more than financial preparation. Matt details why it's important to set personal goals in retirement.
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Some great mailbag questions this week. Saul in Florida wants to know if he should sell off his office building and invest the assets. Marie in Pennsylvania is curious if three whole life policies is too much. Hank in Texas wants to know if he should put all his money in Roth from now on....
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