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Did You Plan Your Retirement as Well as Your Vacation?

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After working hard all of our lives, the goal for most of us is to have the freedom to go explore and complete the “bucket list” that we have always dreamed of. The problem is most people plan their vacations better than they plan their retirements.

As one of my clients stated, “What I have come to learn is it’s a lot easier to accumulate money than it is to figure out how to distribute it.”

He’s right.

Mark Pruitt, president and CEO of Strategic Estate Planning Services Inc., shares ways to help make your hard-earned dollars stretch as long as possible.


Based out of Dallas, Pruitt serves on the National Summit Advisory Board and is a speaker for the National Association of Insurance and Financial Advisors (NAIFA). Mark was selected as National Advisor of the Year by Senior Market Advisor in 2012. He is an Investment Adviser Representative and insurance professional.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Strategic Estate Planning Services, Inc. are not affiliated companies. AW08173908

Comments are suppressed in compliance with industry guidelines. Click here to learn more and read more articles from the author.

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.


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