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Should I Take The Lump Sum From My Pension?

By |2023-09-20T15:48:01-05:00September 20th, 2023|

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Take The Lump Sum From My Pension?". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected]

Should I Retire at the Same Time as My Spouse?

By |2023-08-31T10:11:12-05:00August 31st, 2023|

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Retire at the Same Time as My Spouse?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected].

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