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Financial Planning in Retirement

Budget

Does your spending match your income? You can explore your options to budget for a secure retirement. Be sure to learn about the Retirement Spending Calculator.

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Managing Debt

You always thought that you would be debt free in retirement. You may have had debt when you retired or may need to incur debt for unexpected expenses after you retire. Learn tips to manage debt on your retirement income.

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Creating a Legacy

What kind of legacy do you intend to leave to your survivors? Creating a legacy is not just a financial exercise. It is also an opportunity to share with your family and survivors the issues and concerns that you care about and may want to instill in others.

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Estate Planning

Make sure that your family is protected and any legacies you want to leave are documented. Learn about developing an estate plan and creating financial legacies.

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Financial Abuse and Fraud

Financial abuse and fraud is something we think will happen to someone else. But, as you age and someone else takes control of your finances, it can be easy for them to take property or money that was intended for your support and care. How can you protect yourself?

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