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Fixing mistakes and moving on
Michael T., age 62
A leap into new work has had its financial ups and downs.
Taking control after a lay-off
Carol K., age 59
Carol was laid off and realized it was time to take action and control over her retirement.
Catching up on savings
Jerri W., age 56
Jerri didn’t start saving for retirement until age 50, and now it’s her top priority.
Learning in a volatile market
Ron M., age 62
Ron had a solid plan in place. Then the bear market of 2000 hit and everything had to change
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