A Guide to Maintaining Financial Health and Independence in Retirement

Whether you’re confident in your ability to generate income for another 20, 30 or more years in retirement, or have concerns about how long your income may last, this guide can provide you with a better understanding of how to minimize the financial challenges today’s retirees face regardless of income level, and make the most of this exciting period in your life. 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.


CWM, LLC is an SEC-registered investment advisor located in Omaha, NE. CWM, LLC and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintain clients.


Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Partners, a divison of CWM, LLC, is a nationwide partnership of advisors. Investment advisory services also offered through Trusted Advisor/Trusted Team LLC, a Registered Investment Advisor and separate entity.


2018 Retirement Extender. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.


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