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How to Get Retirement-Ready in Five Years: Nine Planning Steps to Consider
Eric Babcock 6/18/26 Eric Babcock 6/18/26

How to Get Retirement-Ready in Five Years: Nine Planning Steps to Consider

Retirement planning does not begin the year you retire. Review these nine planning steps to help clarify your goals, organize your income, and prepare for a more confident transition.

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At Vertrix Wealth Management, we believe wealth is built through trusted relationships, principled advice, and long-term perspective that honors what clients have built and what they hope to pass on.

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Quarterly Newsletters
Market Pulse: Q3 2026
Market Pulse: Q3 2026

Markets reached new highs in the first half of 2026, but beneath the surface, major shifts are underway. From changing leadership in the AI trade to a historic wave of potential IPOs and a new era at the Federal Reserve, this quarter’s Market Pulse explores the forces that could shape the second half of the year.

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Market Pulse: Q2 2026
Market Pulse: Q2 2026

Markets don’t always move in step with the headlines. This quarter’s update looks at recent volatility, rapid recoveries, and why disciplined investors should stay focused on long-term perspective instead of short-term noise.

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