- Age 63, married, director of non-profit organization
- He and his wife both have retirement savings
- He is concerned about his wife's health
- Thinks about how to be able to retire and travel
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Investment and insurance products and services are offered through Osaic Institutions, INC. Member FINRA/SIPC. TMB Financial Solutions is a trade name of The Milford Bank. Osaic and The Milford Bank are not affiliated.
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