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Retirement Planning

As a successful career draws to a close, another exciting chapter begins. But since you’ve never experienced it, it’s hard to determine how you can make it work financially – and how to make it last. Success in retirement means knowing that you have set aside enough funds to fully enjoy this new life stage. Associated’s financial advisors will work closely with you to create a strategy that develops at your pace – and provides a lifetime income stream to support the lifestyle you desire.

  • Do I really have enough to retire and live comfortably?
  • Should my investment approach be adjusted as I near retirement?
  • Should I consolidate my retirement accounts?
  • How should I approach Social Security and Medicare?
  • What if something happens to me or my spouse? Will we still be ok? Will my children be protected?

Focused on forming comprehensive, tailored plans for its clients with a family-driven approach

<p>What's So Great About a Rollover?</p>

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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<p>Social Security: The 64,000 Dollar Question</p>

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.
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