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Charles J. Lewandowski CFP®
  • HOME
  • MEET CHUCK
  • WORK WITH ME
    • SCHEDULE AN APPOINTMENT
  • BLOG
  • CONTACT
  • CLIENT ACCESS
    • LINCOLN INVESTMENT
    • EMONEY
  • BROKER CHECK
  • LINCOLN INVESTMENT AND CAPITAL ANALYSTS FORM CRS

Posts Tagged ‘retirement’

Five Mistakes You Want to Avoid Before Retirement

By Charles J. Lewandowski CFP®

Preparing for retirement is more than selecting a date. Here are 5 mistakes that executives can make before they retire.

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Recent Posts

  • The One Employee Benefit That Executives Should Not Overlook – Health Savings Accounts
  • Three Valuable Tax Planning Opportunities For Executives Nearing Retirement
  • How Do You Create a Retirement Paycheck? The Question Most Executives Ask About Retirement Income
  • Working On Your Taxes? Don’t Miss These 3 Tax Planning Opportunities!
  • Considering a Small Business Retirement Plan? Don’t Forget These Tax Credits!

Recent Articles

  • Charitable Giving
  • Dental Professionals
  • Executives & Business Owners
  • Financial Planning
  • The Prudent Boomer
  • Timely Topics
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