Decision Making in the Middle Years of Retirement Financial Symmetry: Balancing Today with Retirement

Now that you have made it through the retirement danger zone, you have made it to the Arrivement phase of retirement. You may be wondering, what are my next steps?
This season can be full of opportunities and connection with those you care about. At this point in your life journey, you may face some difficult decisions around relocating or how best to spend or give the wealth you've worked hard to accumulate.
Listen in to hear about the financial and tax moves that we see most commonly used during the middle years of your retirement.
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