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Find Retirement Planners for Retirement Planning in Plano, Texas

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 Plano, Texas

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Retirement Planners of America

2820 Dallas Parkway

Plano,TX 75093
(855) 2157172

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Austin Wall

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison,TX 75001
(214) 7903076

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Dan Foster

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison,TX 75001
(817) 6020746

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Ed Brownstein

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison,TX 75001
(214) 7248573

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Jason Gower

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison,TX 75001
(972) 9603784

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Jason Preston

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison,TX 75001
(214) 6013631

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Justin Barringer

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison,TX 75001
(214) 6814402

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Karina Harrison

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison,TX 75001
(214) 2884258

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Mike Hemp

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison,TX 75001
(972) 9603782

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Stacy Marshall

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison,TX 75001
(214) 4706763

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Susan Schildt

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison,TX 75001
(972) 9603781

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Zach White

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison,TX 75001
(469) 4602174

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Justin Gedlen CFP®, CRC®

Disciplined Advisors Group

14135 Midway Rd
Suite G 100

Addison,TX 75001
(214) 5453310

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Justin Farris

Farris Capital Management Inc

14800 Quorum Drive
suite 360

Dallas,TX 75254
(214) 5252141

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Tim Dowden

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas,TX 75240
(469) 2505659

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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy. #226

McKinney,TX 75070
(972) 8370871

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Kenneth Beber, AIF®

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco,TX 75034
(469) 3221210

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Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas,TX 75244
(214) 5453305

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John Kvale, CFA®, CFP®

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas,TX 75225
(214) 7064300

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ROBERT HOLMAN

Holman Wealth Management, LLC

4035 Shady Hill Drive

Dallas,TX 75229
(972) 7026032

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Zachry P. Fearing (Zak)

Morrison Financial

2570 Fm 407
Suite #210

Highland Village,TX 75077
(972) 9663110

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Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas,TX 75201
(650) 5561310

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Riley Wealth Advisors

Riley Wealth Advisors, LLC

700 N. Carroll, Suite 110 Southlake, TX 76092
16427 North Scottsdale Road Suite 410 Scottsdale, AZ 85254

Southlake,TX 76092
(817) 8704680

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Michael Fessler

Westlake Wealth Management

310 S Oak Street Suite 208

Roanoke,TX 76262
(682) 8886144

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Patrick Strodtman

Edelman Financial Engines, LLC

4500 Mercantile Plaza Dr
Suite 300

Fort Worth,TX 76137
(214) 7057622

List of Additional Retirement Planners in Plano, Texas*

* Additional advisor listing is provided in partnership with Yext

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Lindsay Jones - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651028

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Jennifer Snee - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445736

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B J Seastone - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
5122310725

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Brady Hollingsworth - Ameriprise Financial Services, LLC

4504 Legacy Dr
Ste 200

Plano, TX 75024
2144450631

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Bobby A Leach - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729644512

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Kane Vines - Ameriprise Financial Services, LLC

5700 Granite Pkwy
Ste 200

Plano, TX 75024
4694097283

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Hoppess, Williams and Associates - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445800

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Jennifer Ibarguen - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445717

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Stiles & Associates - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445800

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OutSourcing Solutions Group

630 North Central Expressway
Suite A

Plano, TX 75074
2142214200

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JTL Wealth Partners

5700 Tennyson Parkway
Suite 300

Plano, TX 75024
4699299350

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Jim Bussey - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445733

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Matt B Irwin - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651066

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Rodney Coe - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445715

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Deborah Federick - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651061

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Thor Hoppess - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445781

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Harry Sidhu - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651095

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Dale Anderson - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445808

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Russ Ray - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445758

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Chris M. Garcia - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651055

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Jerome Caulk - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445754

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Jon Williams - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445780

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Mark Stegman - Ameriprise Financial Services, LLC

3333 Premier Dr
Ste 100

Plano, TX 75023
9725434850

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Ibarguen & Associates - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445800

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Nicholas Adamson - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651031

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Retirement Designers Financial Group LLC

1400 Preston Rd.
Suite 400

Plano, TX 75093
2142995134

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Ruedi Wealth Management

5851 Legacy Circle
6th Floor

Plano, TX 75024
9725327833

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Tanya Gray Financial

3308 Preston Road
Suite 350-334

Plano, TX 75093
2142325391

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Lake Point Advisory Group Plano Office

101 E. Park Blvd.
#600

Plano, TX 75074
2147713363

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Texas Financial Resources

5040 Tennyson Parkway

Plano, TX 75024
9723793073

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Joseph E Sircely - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729644553

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Thomas Pierce - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437282

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David J. Miller - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437238

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John O Norwood - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729644550

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Todd Justice - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437270

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Sequoia Private Wealth Management

5445 Legacy Drive
Suite 140

Plano, TX 75024
4695333150

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TruNorth Group - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437249

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Mcree Smith - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729644526

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Innovative Strategies

2608 Night Hawk Drive

Plano, TX 75025
5127051868

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Raj Dhamankar - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437210

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David E Meadors - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437256

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Vince Jouret - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729644505

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Lesa Collins - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437205

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Scott Schober - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729644528

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Interlinc Financial Advisors, Inc.

1400 Preston Road
#400

Plano, TX 75093
2147785645

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Lester Wigler - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
2128936458

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Robin Mcever - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9187444610

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Darren C Hill - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437251

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Ronald G Johnson - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437214

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Joelle Hinds - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437207

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Bruce Bordelon - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
9724475197

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J Darrell Stiles - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445800

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Harpreet Sidhu - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437237

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Tammie Dunn Walker - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651020

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Justin King - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445800

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Jim Middlebrook - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
9724475162

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Travis Federick - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445818

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Chris Black - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
9724475175

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Rick Ochterbeck - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
9724475156

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Todd J Bloom - Ameriprise Financial Services, LLC

4504 Legacy Dr
Ste 200

Plano, TX 75024
2144450615

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Anthony Lopez - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445746

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Allstate Personal Financial Representative: William Doran

6404 International Pkwy
Ste 1550

Plano, TX 75093
2147165174

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Jeff Altman - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
9724475184

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Lynn A Corniello - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
9724475154

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Allstate Personal Financial Representative: Scott Carlton

801 E Plano Pkwy
Ste 206

Plano, TX 75074
9722446560

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Christopher Aitken - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729644573

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Javier Rodriguez - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437209

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John Kopenhaver - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437206

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Rick Barton - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437261

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Sumit Thakkar

8100 Dallas Pkwy

PLANO, TX 75024
4698225653

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Terry D Lee - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437252

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Steven Henry Lauder - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729644507

* Additional advisor listing is provided in partnership with Yext

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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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