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Does Retirement Have to Happen All at Once? Beckett Financial Group
Retirement Planning

Does Retirement Have to Happen All at Once?

Imagine transitioning into retirement not as a sudden leap but as a gradual, comfortable glide. This approach, known as phased retirement, is gaining popularity. It allows people like you to reduce working hours over time, allowing a smoother shift from

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How to Use Your HSA Wisely in Retirement Beckett Financial Group
Financial Planning

How to Use Your HSA Wisely in Retirement

Retirement is a time to enjoy the fruits of your labor. But amidst the dreams of travel and newfound hobbies, there’s one aspect that often looms large: healthcare expenses. Enter the Health Savings Account (HSA), a tool that, when wielded

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Post-Tax Season Tips for Pre-Retirees Beckett Financial Group
Financial Planning

Post-Tax Season Tips for Pre-Retirees

Tax season is behind us, but for pre-retirees—those within 10-15 years of retirement—this is the perfect time to reassess financial strategies. The decisions you make now can significantly impact your retirement lifestyle, taxes, and financial security. Here are five key

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