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Approaching Retirement and Retirees

Now More Than Ever, Retirement Planning is Critical

Gone are the days when pensions and Social Security provided all the income you needed for retirement. The new reality is that you are responsible for managing your own retirement, and that starts with making sure you're strategic in your planning.

At Meridian Financial, our approach to retirement planning is designed to help you get to—and through—retirement with a greater level of financial confidence. You can relax knowing you have a detailed and well thought out road map to achieve your goals.

  • You'll want to start by considering how much to save for retirement and where to save it. By accumulating as much as you can as soon as you can, you can put time on your side—time to plan, time to weather the ups and downs of the market and time to let your money grow.
  • And then, as you zero in on retirement, you'll need a different set of strategies to manage risk and make your money last through retirement.

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