Rightsizing for Retirement
What does your home really cost?
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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Determine your potential long-term care needs and how long your current assets might last.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.