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A retirement lifestyle is more than just saving money, but also deciding how you want to spend that extra time. A look at what you want to consider.

Helping with the year-round effort to maintain your tax strategy.

Retirement changes everything. Has your money mentality changed with it?

You might be able to plan for many of your retirement expenses, but there are likely going to be unexpected things that come up.

Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.

The Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022.