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Retirement Is More Than a Savings Number. Make a Plan for the Life You Want to Live

You have spent years building your savings. Now comes a different question: how will you turn those savings into income while preparing for healthcare costs, a longer retirement, and the people who depend on you?

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Here's what you will learn:

Turn savings into an income plan

Start by comparing your expected expenses with Social Security, pensions, savings, and other income sources. Learn why the amount you withdraw deserves regular review.

Prepare for the costs you may not expect

Consider healthcare, possible long-term care needs, and the effect an earlier than planned retirement could have on your finances. Medicare generally does not cover long-term custodial care.

Plan for more than money

Explore how housing, family needs, beneficiary choices, and basic estate documents fit into a broader retirement conversation.

This guide is for educational purposes only and is not individualized financial, investment, insurance, legal, or tax advice. Any examples or rates in the guide are illustrative and may no longer be current.

This material is provided for educational and informational purposes only and should not be construed as individualized financial, investment, legal, or tax advice. Any strategies discussed may not be suitable for every individual. Please consult with a qualified financial professional regarding your personal situation before making any financial decisions.

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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting, and Education services ARE offered through Modern Edge Capital LLC. Modern Edge Capital LLC is a separate and unaffiliated entity from Simplicity Wealth.