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Notes from McLaren

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Correcting your Retirement Course

You saved decisively and proactively, invested prudently and accumulated a nest egg you’re proud of. Now, you’re ready to enjoy a retirement filled with freedom, new experiences and fond memories. But even the best-laid plans can go awry. Consider these common blind spots related to retirement savings withdrawals.

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The Financial Planning Blueprint

What are you working towards right now? What are your dreams for the future? And what is your game plan for making those dreams come true? Whether you have $10 dollars, or $10 million, investment principles and financial planning best practices largely remain the same. In my experience as a certified financial planner™ professional, here are some of the time-tested strategies that work.

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