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Get Timely Retirement Insights

In our monthly newsletter, The AGILE Journey, we address issues of interest to people on the journey to and beyond retirement.

Our retirement-focused expertise can help identify oppor­tu­nities and avoid costly mistakes. Our co-founder, Rick Rodgers, CFP®, author of Don’t Retire Broke: An Indis­putable Guide to Tax-Efficient Retirement Planning and Financial Freedom, is a regular contributor to the newsletter.

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