Check out this video in which Brian shares how one client saved $18,000 in hidden fees and expenses.
Additionally, Brain reviews some conclusions from Employee Benefit Research Institute that look at the spending habits of retirees. The study indicates that you might not need as much money as you think to retire and live comfortably.
Are you underfunded, on target, or overfunded for retirement?
Knowing where you stand matters as it can mean entirely different planning strategies.
Contact us to take your Nest Egg Stress Test today.