US EditionWhy Retirement Checkups Are the New Annual Physical
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Why Retirement Checkups Are the New Annual Physical
Traditionally, retirement plans involved a set-it-and-forget-it mentality. On the accumulation end, retirement savers would have a set amount deposited each month automatically. And once disbursement started, an amount designed to provide a reliable income for the average retirement age arrived in the retiree’s bank account each month. Some events could trigger the need to revisit retirement strategies, such as unanticipated personal expenses or…
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