Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
The federal government requires deceased individuals to file a final income tax return.
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.