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Retirement Planning

Envisioning financial independence

Envisioning financial independence

There are 2 critical aspects when planning for retirement:

  1. Evaluate and measure progress towards financial independence with current and future financial efforts.
  2. Set a mindset of what lifestyle you want to transition into rather than thinking about quitting from your day job.
Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Find Your Independence

At Platform Wealth, we integrate each decision to move you closer to your intentions.

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