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Year-end Planning for Retirement Optimization

We’re into the fourth quarter now and, while many of us look toward the run-up to the holiday season (and, of course, the Super Bowl), many others look toward steps that need to be taken to shore up their savings and retirement planning picture for the coming year. Financial writer/advisor Roger Wohlner, in a post on, provides an analysis of some of the basic areas to re-examine to ensure that your financial picture is moving in the preferred direction. Check it out here…


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