Retirement can account for one-third or more of your clients’ adult lives, and those years are not cheap. Property taxes rise in tandem with increasing property values. Then there are health care and increasing prescription drug expenditures on top of long-term care expenses.
It’s no surprise that most Americans do not have enough money saved for retirement. Walking your client through these four steps can help them figure out how much to save (and, eventually, how much to withdraw). More>>