Is your retirement plan as unique as your life—or are you stuck with a one-size-fits-all strategy? This episode of The Retirement Message with Annetta Carter explores the critical decision between a pension lump sum and monthly check, why simplifying your financial life matters, and how independent advice can help you avoid costly mistakes. Learn how to align your risk score with your true tolerance, being prepared for long-term care surprises, and build a plan that adapts to your changing needs. Discover why personalized strategies and ongoing reviews are key to lasting retirement plans.
Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!
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