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✔ How to organize your finances in one clear system✔ Retirement income, Social Security & insurance explained✔ Planning guidance for 2025–2026 and beyond✔ Wills, trusts, care planning & next steps✔ Written in plain English — no jargon
✔ Printable financial snapshot worksheet✔ Planning checklist for 2026✔ Easy-reference guide you can print or save
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