Creating a Strong Retirement


Champaign, IL (WCIA)

Rooted Wealth Advisors: The Dime with Duke Smith – Retirement Playbook

The top ways that will set you up for a strong retirement.

Have a strategy and start planning early
Use tax-efficient strategies
Consider healthcare costs
Optimize Social Security

What do those who retire strong have in common?

They have a stratgey
The start early
They stick to a budget
They plan wisely
They use tax-efficient strategies
They factor in healthcare costs
They update their plans on a regular basis
They optimize their social security benefits
They make sure they’re emotionally and physically ready for retirement.

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