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I'm nearing retirement

If you're anticipating retiring within five to seven years, it's time to make sure you're on track to achieving the retirement lifestyle you envision. Will you pursue special interests? Spend more time with family? Travel more? Are you concerned about having enough income to cover your expenses? A BMO Harris financial advisor can help you:

  • Set realistic expectations for your retirement income and expenses
  • Explore financial solutions that offer guaranteed income for the rest of your life
  • Determine your need for long-term care insurance
  • Create a strategy for withdrawing your assets throughout retirement

Contact a Financial Advisor