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  • Home
  • About Us
    • Partners >
      • Tom Rose
      • Dave Leeman
      • Randy Wallis
  • Protected Growth
    • Guaranteed Income
    • Tax Exempt Savings
    • Savings Replacement
    • College Funding
    • Small Business
  • Videos
  • Resources
  • Blog
  • Subscribe
  • Quote
  • Contact

SMART Retirement Planning

8/5/2017

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The importance of retirement planning cannot be over-stated and is vitally important for success. A retirement plan is like a map, without it you will get lost along the way and you may never reach the retirement lifestyle you envision.

There are a number of things you need to consider when planning for retirement.  Some of the most common include:
Income sources - where will my money come from
Protecting your assets - protection from Market Losses and Taxation
Medical expenses - Is Medicare enough?
Wealth Transfer - how to leave something for your family

For a quick guide that discusses these and other retirement planning areas,  read our SMART Retirement Guide.  To comment, click on the "RSS Feed" below.
Download SMART Retirement Guide

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    RetiRE DFW

    Retire DFW is a group of state licensed partners committed to safely and consistently building our client’s wealth. We accomplish this by limiting our offerings to low risk investments which can protect principal, produce dependable earnings growth and then protect this growth, even when the markets fail

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Plano, TX 75093


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