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• Age

  3 different groups exist when it comes to accessing money

• Pension

  Knowing your retiree rules could result in 40% (or more) in some cases

• 401(k)

  Not just how much or where to invest, but also how to access the money

• Insurance

  Active Medical, Retiree Medical, Life Insurance, and Long Term Care

• Social Security & Medicare

  We have seen six figure differences from changing when and how you receive your Social Security. We also have a Medicare Specialist we connect you with to explain those rules to you as well.

• Financial Planner

  Our firm specializes in Telecom Employee transition planning