The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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There’s an alarming difference between perception and reality for current and future retirees.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
What role would taxes play in your investment decisions?