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Keeping Track Of Your Finances In Retirement
Retirement Planning, Simplification Garrett Crawford, CFP® 9/10/24 Retirement Planning, Simplification Garrett Crawford, CFP® 9/10/24

Keeping Track Of Your Finances In Retirement

Last week, we discussed the implications of having an emergency fund in retirement. In that article, I touched on a financial goal that many of our retiree clients are trending towards - simplifying their finances. Today, I want to delve deeper into some methods and technologies clients are using to achieve this.

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GARRETT CRAWFORD, CFP®
A blog sharing practical retirement planning principles observed while working as an independent financial planner at Providence Wealth Management, LLC. More about me here and disclosures here.

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