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Retirement

You want to retire without the risk of running out of money. That's the fundamental goal of retirement planning. The challenge is you don't know how long you will live, your health during that time, and if your savings will be enough. We'll tackle those concerns head on.

  • Common Misconceptions of Having An Estate Plan
  • Making Sense of Social Security
  • To Roth or Not to Roth?
  • Am I saving enough?
  • Four Steps to Retirement
  • Step 1: Sources of Income
  • Step 2: Your Retirement Number
  • Step 3: Monthly Savings
  • Step 4: Choosing an Account (part A)
  • Step 4: Selecting Investments (part B)
  • How does my employer’s match work?
  • Get That Free Money with the Retirement Match
  • Enjoy The Journey
  • Financial Freedom in 5 Years
  • Retirement Readiness Plan
  • The Types of Retirement Accounts
  • Live Your Bucket List

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2451 Cumberland Pkwy SE
STE 3608
Atlanta, GA 30339
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Investment advisory services offered through SmartPath Advisors, LLC, a wholly-owned subsidiary of SmartPath, Inc.
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