Are your retirement plans still aligned with the goals you set at the beginning of the year?

In this episode, Tony Jackson discusses why a mid-year financial checkup can be especially important for people approaching retirement. He covers reviewing account performance, adjusting for life changes, evaluating risk as retirement nears, and balancing growth with protection. The conversation also explores common Social Security timing questions, the value of an asset map, and why retirement planning should include income, taxes, estate planning, and long-term goals. Plus, He shares practical insights on knowing where you stand today so you can make informed decisions for the road ahead.

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