Finding the why behind your retirement mindset

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You may have seen the bumper sticker “We are spending our kid’s inheritance” — or may even have it on your own vehicle.

You probably have also heard the phrase “I am going to slide into the grave, write my last check and have it bounce.”

While I appreciate the levity and an opportunity to chuckle, as a Certified Financial Planner, I also understand the vast complexities of all the moving parts of the distribution, or “fall season” of your wealth.

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