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Curtis James on The Money Report

Magic Number

The Right Plan

Protect Your Savings

Checklist for Retirement

Protected Growth

Strategies to Help Reduce Your Tax Liability

Tax Planning Can Help Save Hundreds of Thousands of Dollars

The Last Paycheck

Strategies to Help Better Prepare for Taxes

Curtis James on The Money Report

Boomer Confidence

Calming Fears

Education

Median Income

Overinflating Taxes

Parents

Right Now

Roller Coaster

Seeking Help

Avoiding the Top 10 Retirement Regrets

Retirement is supposed to be the best time of your life, but for many, it can come with some regrets. The part we sometimes learn too late is that when it comes to retirement, there are no do-overs.

This booklet explores some of the biggest retirement regrets so we can help you plan and avoid them. Because let's face it - no one retires thinking, “I can’t wait to be bored and broke!”

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