Kiplinger

Make Time for a Retirement Checkup

One thing I've learned two-plus years into my retirement is that handling legal and fin­ancial affairs can be a full-time job. Dealing with Medicare, filing for Social Security, monitoring your investments, minimizing taxes, figuring out required minimum distributions, updating your estate plan and end-of-life wishes... yikes!

Fortunately, is around to help. But I was also intrigued recently when I received an invitation to

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