Articles

Retirement Living

Don't Forget to Do These 5 Things Before You Retire

Rodney Brooks
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March 4, 2019

An ongoing complaint from financial planners and accountants is that potential clients seek their services when they are too close to retirement. "People come to visit right when they are retiring, look at a number and see a shortfall," says Joe Edmondson, a financial consultant at AXA Advisors. "They say, 'I wish I had talked to you 15 or 20 years ago.'"

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