The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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When it comes to retirement, some people can quit working and fall immediately into good money habits that they’ve practiced for years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.