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LIFE'S ESSENTIAL NEEDS (LENs)

#12 ASSETS

The total of all your assets is important to know, but it’s only part of your considerations. Whether you are just starting out saving modest sums for retirement or if you have retired from your career, you need a personalized plan to provide for your needs in life.

The total of all your assets is important to know, but it’s only part of your considerations. Whether you are just starting out saving modest sums for retirement or if you have retired from your career, you need a personalized plan to provide for your needs in life. When you work with a financial professional, you can create a retirement income plan that addresses Social Security, tax efficiency and asset and annuity allocations. Your assets are vital to your overall success and happiness before and during your retirement years. While it’s important to know what you have now, it’s even more important to implement and manage a plan to last a lifetime. After all, money doesn’t define happiness, and when you learn to manage what you have in the best possible way, you can enjoy financial confidence and enduring stability.

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