Next chapter conversations: Social Security, lifestyle, required distributions
April-June
October-December
October-December
Debt reduction
Family and Late Life planning
"What Ifs": disability, premature death, long-term care
Estate planning with attorney: asset titling, beneficiaries, documents in place
October-December
October-December
October-December
Employee benefits review
Cash reserve needs
Tax discussion strategies with your CPA: loss harvesting, deductions, Roth considerations, withdrawals, income planning
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