Generally, when we put together a financial plan for clients approaching retirement, we will split expenses into three big buckets – ongoing expenses, one-time expenses and medical expenses. The reason we break out medical expenses… Read More
Planning for Early Retirement – 4 Things to Consider
Whenever I meet with prospective clients, “tomorrow” is the number one response to the question of when they’d like to retire. The answer is usually tongue-in-cheek, because most people aren’t in a position to retire… Read More