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Savings

Row of townhomes
Paul Koenig | Nov 1, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Office

East Coast

76 East Euclid Avenue
STE 101
Haddonfield, NJ 08033

 

Contact Info

Paul C. Koenig Jr. | CFP®, ChFC®,
CRPC®, RFC®

P | 856-291-0142
F | 856-581-6017
E | Paul.Koenig@IFPadvisor.com

Lance Leimberg | CFP®

P | 856-437-5350
F | 856-581-6009
E | Lance.Leimberg@IFPadvisor.com

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Check the background of this investment professional on FINRA BrokerCheck

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. ©Integrated Financial Partners.  CRPC conferred by College for Financial Planning.

*Integrated Financial Partners and LPL Financial do not provide tax services.

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The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

For more information visit www.FINRA.org or www.SIPC.org Click on the links for a copy of the Firm ADV and Client Relationship Summary.

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