Rightsizing for Retirement
What does your home really cost?
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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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.