How does your ideal retirement differ from reality, and what can we do to better align the two?
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The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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.