Retirement Income Shift
Recently, I began working with a client who should have been living his best life. He had entered retirement just ten years earlier with a $1.2 million portfolio, a large family home, a luxury vacation home, and plans to someday leave his children a large estate. He and his wife enjoyed travel, treating family members to memorable vacations, participating in meaningful hobbies, supporting charitie...
Recently, I began working with a client who should have been living his best life. He had entered retirement just ten years earlier with a $1.2 million portfolio, a large family home, a luxury vacation home, and plans to someday leave his children a large estate. He and his wife enjoyed travel, treating family members to memorable vacations, participating in meaningful hobbies, supporting charitie...
