How does your ideal retirement differ from reality, and what can we do to better align the two?
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Financial spring cleaning is an important part of being fiscally fit, but don’t limit yourself to clearing the financial clutter during a specific season: Financial spring cleaning should always be in season, keeping you focused on your short-term and long-term money goals.
What is your plan for health care during retirement?
Assess whether you are running “in the black” or “in the red” each month.