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If you are approaching retirement, or have recently retired, there are several financial items you need to check off your list. To help you keep track of all the critical details, and ensure you’re ready for a successful retirement, check out our Retirement Checklist.
It can help you:
Contact us for a free copy of the Retirement Checklist.
“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”
There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.
The Wealthy Barber on why executors should consider getting help from the professionals.
Will and estate planning tips for multiple generations
