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Submitted URL: https://www.unlockboomers.com/
Effective URL: https://unlockyourretirement.knowledgevaultpress.com/baby-boomers
Submission: On December 22 via automatic, source certstream-suspicious — Scanned from FR
Effective URL: https://unlockyourretirement.knowledgevaultpress.com/baby-boomers
Submission: On December 22 via automatic, source certstream-suspicious — Scanned from FR
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* SUBMIT A QUESTION * SHARE WITH OTHERS * SCHEDULE APPOINTMENT * CONTACT US SUBMIT A QUESTION SHARE WITH OTHERS SCHEDULE APPOINTMENT CONTACT US Please send me the requested information. *Mandatory Fields We value your privacy. We never sell, share or rent your info. Have questions? Text 814-667-5590 Please send me the requested information. *Mandatory Fields We value your privacy. We never sell, share or rent your info. Have questions? Text 814-667-5590 HERE'S WHAT YOU'LL RECEIVE! WHAT'S IN THE GUIDE! Outliving Savings Failing to plan for longevity can lead to running out of money, leaving retirees financially vulnerable. Healthcare Costs Ignoring rising healthcare costs can deplete retirement savings, jeopardizing long-term financial stability. Diversification Relying too heavily on one asset class can expose your portfolio to unnecessary risks and volatility. Inflation Overlooking inflation can erode purchasing power, leaving retirees unable to maintain their standard of living. Social Security Claiming Social Security too early reduces monthly benefits, significantly affecting long-term income. Taxes Ignoring tax implications can erode your retirement income, reducing the money you have to live on. Debt Entering retirement with high debt can strain your budget and reduce your financial flexibility. Required Minimum Distributions (RMDs) Failing to take RMDs can result in steep tax penalties and impact your retirement income. Estate Planning Failing to plan your estate can lead to unnecessary taxes and complications for your heirs. Download Now Additional Resources Get The 1 Page Assessment Share With Others Please provide the contact information of those you'd like us to share this ebook with. 1) 2) 3) Ask A Question Submit your question below and I'll respond shortly. From Question may not exceed 1,000 characters Thank You Thank you for submitting your question. I will be in touch shortly to share my answer with you. Feel free to submit any other questions that arise. Thank you for submitting your question. I will be in touch shortly to share my answer with you. Schedule An Appointment I would like to Schedule An Appointment. Please contact me at the number below to schedule a convenient time. From Thank You Thank you for submitting your question. I will be in touch shortly to share my answer with you. I look forward to meeting with you. I'll reach out to you at the number you provided to schedule a convenient time for us to visit. You're AWESOME! Thank you so much for sharing us with others. Simply enter their contact info and we’ll shoot them an email to download the PDF. 1. 2. 3. Thank You Thanks again for sharing this with others you know and care about. We've sent emails to the following: Can You Think Of Any Others To Share This With? If YES...Click the button below. CONTACT US Unlock Your Retirement 11898 Arrowhead Way Mount Union, PA 17066 855-865-6250 www.unlockyourretirement.com info@unlockyourretirement.com CONTACT US Unlock Your Retirement 11898 Arrowhead Way Mount Union, PA 17066 855-865-6250 www.unlockyourretirement.com info@unlockyourretirement.com FEE-BASED FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES ARE OFFERED BYWEALTHKARE.COM, INC. A REGISTERED INVESTMENT ADVISOR DOMICILED IN PENNSYLVANIA.INSURANCE RELATED CONSULTING, PRODUCTS AND SERVICES ARE OFFERED THROUGH AMERICAN ASSETS FINANCIAL CORP.WEALTHKARE.COM, INC. AND AMERICAN ASSETS FINANCIALCORP. ARE AFFILIATED COMPANIES. THE USE OF THE TERM “TAX-FREE” IS LIMITED TO THE FEDERAL INCOME TAX TREATMENT OF CERTAIN ASSETS OR PLANNING STRATEGIES. IT DOES NOTINCLUDE EXPOSURES TO STATE, LOCAL, OR SPECIALIZED TAXES. THE IMPACT OF TAXES IS UNIQUE TO THE FINANCIAL SITUATION FOR EACH INDIVIDUAL OR FAMILY AND SHOULD BECONSIDERED BEFORE ENGAGING IN ANY TRANSACTION. THE WEALTHKARE INVESTMENT CENTER AND BRUCE SMITH ARE NOT AFFILIATED WITH OR ENDORSED BY THE SOCIAL SECURITYADMINISTRATION OR ANY OTHER GOVERNMENT AGENCY. THIS CONTENT IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE USED TO MAKE ANY FINANCIAL DECISIONS.UNAUTHORIZED USE OF THE MATERIAL IS PROHIBITED.