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Find Retirement Planners for Retirement Planning in Minneapolis, Minnesota

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

List of Qualified Retirement Planners in Minneapolis, Minnesota

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Joe Schwarz

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC

50 South Sixth Street #1405

Minneapolis,MN 55402

612-355-4365

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David Hogen

M&E Catalyst Group

100 S 5th Street Suite 2450

Minneapolis,MN 55402

763-367-0135

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Tyler Schelhaas

Vector Wealth Management

43 Main Street SE Suite 236

Minneapolis,MN 55414

612-378-7560

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CTB Financial Services

CTB Financial Services

5811 Cedar Lake Road South

Minneapolis,MN 55416

612-810-3467

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John Severy-Hoven

Oracle Financial Planners LLC

1595 Selby Avenue Suite 213

Saint Paul,MN 55104

651-442-0465

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Wealth Enhancement Advisory Services

Wealth Enhancement Group

505 N. Highway 169 Suite 900

Plymouth,MN 55441

888-236-9777

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Peter Fleming

Edelman Financial Engines, LLC

9483 Garland Lane

Maple Grove,MN 55311

952-283-7453

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Alex Reader

Edelman Financial Engines, LLC

1960 Donegal Drive Suite 40

Woodbury,MN 55125

651-714-9505

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Jordan DeBoer

Calibration Financial

210 2nd Ave SW Ste 105

Milaca,MN 56353

320-362-6002

List of Additional Retirement Planners in Minneapolis, Minnesota*

* Additional advisor listing is provided in partnership with Yext

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Elizabeth Stokes - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
763-367-7980

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Karbon Koch Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6764

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Fathom Advisors - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
763-367-7980

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Kevin Grahek - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6777

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The Bennett Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-349-4819

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Bryant Waller - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6706

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Matthew Tuccitto - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6711

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Thomas Rishovd - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6748

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Tony Nace - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6760

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Amy Aadalen - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-371-8824

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Timothy O'Donnell - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6733

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DTLR

509 W Broadway Ave

Minneapolis, MN 55411
612-529-4706

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Sean Kane - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-349-4866

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Carlson Larson Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5140

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The Olson Team - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6766

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Nick Karbon - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6764

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Jon P Hoffman - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6767

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Kevin S Ringdahl - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-217-5347

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Financial Planning Partners

701 4th Avenue South
Suite 1500

Minneapolis, MN 55415
612-436-3733

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Vince Glasgow - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6710

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ISC Financial Advisors

7760 France Avenue South

Minneapolis, MN 55435
952-835-1560

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Smalley Muldowney Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6797

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Ryan Muldowney - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6724

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Johnathan Evans - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6725

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NEPSIS, Inc.

8674 Eagle Creek Circle

Minneapolis, MN 55378
952-746-2003

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Cassandra Torgerson - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6720

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Daniel Polson - Ameriprise Financial Services, LLC

555 Nicollet Mall
Ste 200

Minneapolis, MN 55402
612-746-5300

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Travis Richards - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
763-367-7980

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Randy G Doroff - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
763-367-7980

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Mark Rethlake - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5851

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The Portico Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-349-4810

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Peter Jackson, AWMA - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5044

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Jay Michael Griep, CRPC - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5932

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Robert Miller - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5810

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Raskin Loftus Group - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5913

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John Joseph Miller, Jr., CEPA - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5821

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K & L Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-4111

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The Johnston Frantz Group - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5988

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Shafer Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5842

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Ted Taney - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-371-8865

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Evergreen Financial Group

708 N. 1st Street
Suite 342

Minneapolis, MN 55401
612-339-5352

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Anderson Edlund Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5993

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Kristin Larson, CFP?, CPWA? - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5140

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The Taney Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-371-8865

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Lois Carlson - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5147

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Income Planning Group

15600 36th Ave N
Suite 200

Minneapolis, MN 55446
763-559-9213

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Nichols Griep Wain Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5869

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Strategic Investment Partners

2183 Northdale Boulevard Northwest

Minneapolis, MN 55433
763-231-6010

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Daniel Griep - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5908

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Mark Nichols - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5869

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Michael Block, AWMA - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5842

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Minneapolis, MN Branch Office - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5990

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David Gannon - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5931

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Mary B Bennett - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6784

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Marcus Waterbury - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6755

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Lauren Boulware - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-217-5356

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Michael Walstien - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5963

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Bob O'Neil - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6726

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Alix Magner - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6753

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Denise Rohrick, CFP - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5898

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James F Blake - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6750

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Morgan Stanley Financial Advisors

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6700

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Greg Peterson - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6769

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Strong Tower Wealth Management

333 South 7th Street
Suite 2100

Minneapolis, MN 55402
612-436-3750

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Focus Financial

1000 Shelard Parkway
Suite 300

Minneapolis, MN 55426
952-225-0322

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Greg P Olson - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6766

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Stifel I John H. Tillotson

60 South 6th Street
Suite 300

Minneapolis, MN 55402
612-455-5521

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The Moore Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-217-5358

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Andrew J Blake - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-217-5343

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Dan Monahan, CFP?, CRPC? - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5971

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Ann Hustad - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-371-8876

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Christopher Hellie - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6787

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Roy Smalley - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6743

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Karen E Hemphill - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-217-5348

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The Martino Seestadt Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6702

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Paul Victor Olson - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6763

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Kelsi Rahm - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6739

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Michelle Irwin - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6793

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David R Mohr - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-349-4802

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Matthew Brewers - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
763-367-7980

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Minneapolis Wealth Advisors - Ameriprise Financial Services, LLC

555 Nicollet Mall
Ste 200

Minneapolis, MN 55402
612-746-5300

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John Hupp - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-217-5346

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Jacob Isaacson - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
763-367-7980

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Michael R Martino - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6702

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Donald Corey Moore - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-371-8870

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Mark Joern - Ameriprise Financial Services, LLC

555 Nicollet Mall
Ste 200

Minneapolis, MN 55402
612-746-5300

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Todd Doroff - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
763-367-7980

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David B. Sloane - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-349-4822

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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