Empower yourself: your dollars, your decisions.

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We curated these resources to help you make the best decisions for you

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Understanding Sequence of Returns Risk: To Avoid Common Retirement Pitfalls

Timing matters. This guide explains how early market losses in retirement can severely damage your savings—what’s known as sequence of returns risk. Learn how to preserve your income through smart strategies like diversified portfolios, fixed annuities, bond ladders, and withdrawal planning. It’s essential reading for anyone wanting to protect their lifestyle and preserve their wealth through all market conditions.

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5 Essential Strategies to Help  Ensure Financial Success in Retirement

This guide outlines five practical steps to help you enter retirement with confidence—from finding a clear sense of purpose to building a reliable income plan. Learn how to budget for your lifestyle, manage market risks, explore tax-efficient income sources, and ask the tough financial questions that matter most. Whether you’re already retired or still planning, these strategies help bring clarity and reduce stress so you can focus on enjoying what matters most.

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Help Maximize Your Retirement:  5 Smart Money Moves for Your Old 401(k)

Not sure what to do with your old 401(k)? This guide walks you through five key options, including rollovers, cash-outs, and annuities—highlighting the pros, cons, and tax implications of each. Make informed decisions that help protect your savings from costly penalties, unnecessary fees, and missed growth opportunities. It’s a must-read for anyone changing jobs, approaching retirement, or wanting more control over their retirement assets.

Are you ready for an advisor who gets you—and results

Many people feel boxed in by conventional financial planning. At Aurora Wealth, we help embolden you to write your own financial future, however you imagine it. In other words: we've got your back—now, let's plan your future.

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