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Key Financial Lessons on How to Retire From Morningstar’s Personal Finance Guru, Christine Benz

WEALTHTRACK

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Navigating Retirement Income: Social Security and Annuities

This chapter focuses on the crucial role of Social Security in retirement planning, emphasizing its reliability and inflation adjustments as a consistent income source. It also explores annuities, comparing basic income options with more complex products, while stressing the importance of personalized financial assessment before making investment decisions.

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