Plan Today, Own Tomorrow

Episode 29: Planning on retiring with the next few years? Consider this checklist!


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  1. Understand your monthly spending and /or monthly budget
  2. Have a proper handle on your monthly income sources
  3. Don’t forget about medical or health care cost
  4. Decide whether you are going to enlist the help of a financial professional
  5. Develop a written financial plan
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Plan Today, Own TomorrowBy Garry Thurman

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