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Crucial Financial Strategies As We Retire
/ Categories: Featured, Financial, Retirement

Crucial Financial Strategies As We Retire

Rebecca Abel, CFP, CDFA

Certified Financial Planner Rebecca Abel discusses financial issues that we should be thinking about as we are reaching retirement age. Her topics include finances, investment strategies, dealing with housing issues as well as tax planning and with long term care and health issues. Proper estate planning is also a critical component of this podcast - Rebecca offers a ton of sound advice! https://www.oakpointip.com/team/rebecca-abel

 
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