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Retirement Questions for Educators

Education professionals face specific retirement-planning needs to retire on time and with the income they require. This whitepaper is designed to support individuals as they prepare to retire, by providing details and common strategies. This version has been updated with insight on how Social Security benefits may be affected.

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Heritage Financial Planning, LLC

Heritage Financial Planning, LLC

We help individuals create retirement strategies using a variety of investment and insurance products to custom suit their objectives.

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