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Retirement Planning, Lifestyle & Money Michael Hollis, CFP® Retirement Planning, Lifestyle & Money Michael Hollis, CFP®

Transition to Retirement: How to Prepare for Life After Work

Retirement is not just the end of a career; it is the start of a new chapter. Whether you feel excited, uncertain, or both, this guide will help you prepare for life after work. Learn how to check your financial readiness, define your purpose, protect your health, and stay connected so you can replace your paycheck, stay energized, and enjoy the freedom you have earned.

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Tax Planning, Retirement Planning Mike Heatwole, CFP®, AWMA® Tax Planning, Retirement Planning Mike Heatwole, CFP®, AWMA®

You Just Turned 65. Here are 5 Unique Tax Moves

Learn how older adults can make the most of their retirement and tax planning. From understanding available tax credits and required minimum distributions to deducting medical expenses, managing Social Security taxes, and leveraging spousal IRAs, this guide provides actionable strategies to maximize savings and plan effectively for a secure retirement.

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Retirement Planning Mike Heatwole, CFP®, AWMA® Retirement Planning Mike Heatwole, CFP®, AWMA®

Social Security Spousal & Ex-Spousal Benefits

Navigating Social Security can be confusing, especially when it comes to spousal or ex-spousal benefits. Did you know you may qualify for benefits even if you never paid into Social Security? This article explains how eligibility works, how benefits are calculated, and strategies for deciding when to claim.

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