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[Excerpt] 1. Start planning early.
The longer you let compounding interest and ROI work their magic, the more powerful those effects can be on your assets.
And the further out you identify major life goals and transitions, the more options you have to adjust and incorporate them into your financial plan.
Similarly, you can get a jump on retirement by running through our Retirement Coaching Program with your advisor. These interactive tools will help you envision the retirement that you want and start working towards it. We can also help you identify potential challenges that might be unique to your specific retirement timeline, such as covering health care before you’re eligible for Medicare or preparing to start a new business.
Click here to learn more about ROL Advisor’s digital discovery tools, then sign up for a 7-day trial to become a better Life Centered Financial Planner, and finally, schedule a demo.