Rightsizing for Retirement
What does your home really cost?
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There are three things to consider before dipping into retirement savings to pay for college.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.