Retirement Needs are Likely Higher then You Think

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  • Questioning Your Retirement Needs

    What haven’t I done yet? Clients may want to check a few items off their bucket list right away

  • What didn’t I have time for? With an additional 40-60 hours on hand per week, clients can take on projects that they never got around to like remodeling the kitchen
  • How can I say no to my kid? Children and grandchildren often account for many unexpected costs during retirement…i.e. adult children are laid off for a period of time, divorced, need a place to stay while their new home is built, failed to accumulate enough education funds, etc.