Kathy Longo’s article How to Organize Your Finances for Retirement has been featured on Investopedia and Yahoo Finance
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Getting your finances organized is one of the first steps to take when you are approaching retirement. Having a clear financial picture can help ease the transition into retirement because, at the very least, you’ll know what accounts you will be drawing from, where they are being managed, how your investments can continue to generate income for you and what tax liabilities they may impose.
It requires discipline and clarity to keep your finances organized before and during retirement.
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