Baby Boomers

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share or rent your info.

Have questions? Text 814-667-5590

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

Outliving Savings
Failing to plan for longevity can lead to running out of money, leaving retirees financially vulnerable.

Healthcare Costs
Ignoring rising healthcare costs can deplete retirement savings, jeopardizing long-term financial stability.

Diversification
Relying too heavily on one asset class can expose your portfolio to unnecessary risks and volatility.

Inflation
Overlooking inflation can erode purchasing power, leaving retirees unable to maintain their standard of living.

Social Security
Claiming Social Security too early reduces monthly benefits, significantly affecting long-term income.

Taxes
Ignoring tax implications can erode your retirement income, reducing the money you have to live on.

Debt
Entering retirement with high debt can strain your budget and reduce your financial flexibility.

Required Minimum Distributions (RMDs)
Failing to take RMDs can result in steep tax penalties and impact your retirement income.

Estate Planning
Failing to plan your estate can lead to unnecessary taxes and complications for your heirs.

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Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

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