How does your ideal retirement differ from reality, and what can we do to better align the two?
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Key questions to answer when you are considering retirement.
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.
Assess whether you are running “in the black” or “in the red” each month.