How does your ideal retirement differ from reality, and what can we do to better align the two?
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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.