Many clients approach retirement with preconceived notions of how much they need to save, often influenced by traditional rules of thumb like achieving a “magic number” for retirement savings or adhering to popular strategies such as the 4% withdrawal rule. However, the reality of retirement today is far more complex.
- No Magic Number: Resetting Client Expectations for Retirement - March 24, 2025
- Increasing Retirement Confidence for Peak 65 Seniors - January 7, 2025
- Medicare Mastery: The Importance of Offering MA and Medigap Options - October 14, 2024