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free retirement planning whitepapers

Will a Recession Rob Your Retirement

This complimentary guide walks you through four things to check now to help ensure you and your family are supported — even if the economy takes a dip.
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Inflation & Your Retirement

Inflation can be a sign of a healthy economy, but it also could affect your savings. What can you do to prepare for rising inflation during your retirement years?
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will your money last as long as you do?

Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement.
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Are you paying too much in taxes?

In this free guide, you'll learn the advantages of separating your taxable and tax-deferred accounts, the signs to watch for in ever-changing tax law, and options for deductions.
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Retirement Summit

Download this 12-page guide to discover what 4 retirement-related questions you should answer today, why when you retire can make a big difference, and where to turn.
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Retirement Checklist Challenge

Do you have specific questions as you approach retirement? You’re not alone! Take the Checklist Challenge to help you get your retirement right.
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6 Secrets to a Happy Retirement

In retirement, you gain an extra 2,000 hours a year back to yourself. How will you spend it? Download this guide to learn 6 secrets of retirement to help you spend it to its fullest.
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Take Charge of Your Taxes

Download this 12-page guide that will walk you through the latest tax law changes to help you avoid any surprises. Be proactive in your planning.
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Tax Strategies For Retirement

With this guide, get an understanding of all the potential taxes so that you can avoid surprises during retirement. Get ideas and answers today!
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Social Security Decisions

In this guide, you'll learn ways to supplement your Social Security income, why timing is everything, and how maintaining a job can impact benefits.
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Estate Planning

Give your loved ones the greatest gift with this outline for an estate plan. This 12-page guide can help you understand the basics of estate planning.
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Empower Women investors

Every woman needs her own financial plan. Here is a great resource to empower you as a woman.
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Any media logos contained herein are the property of their respective owners. Logos do not represent an endorsement of Wood Financial Group or its affiliates; they represent appearances paid for by Wood Financial Group.

This information was prepared by Key Capital Management Inc., a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Key Capital Management Inc, Form ADV Part 2A & 2B can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment.

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