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Retirement is often considered to be a milestone in itself, but did you know that there are other milestones leading up to that retirement date? More often than not, these other milestones are financially-based, and those decisions at specific times in one's life can make - or break - their retirement savings.
Laurel and Taylor Steward, part of the family team at Mattson Financial Services, visited the Morning Mix to share common age and life milestones investors should consider when triggering important financial changes in their retirement accounts.
To learn more about putting yourself in a position to retire wealthier, Mattson Financial has a great offer. For the first five callers who have saved $250,000 or more and who are retired or nearing retirement, Mattson Financial is offering a complimentary full-blown retirement plan. They'll sit down with you and provide a roadmap analyzing where you are financially, discuss where you want to be during retirement, and the steps you can take to get there.
Call 800-536-8907 to take advantage of this offer. Or learn more by visiting mattsonfinancial.com.
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