Planning for a multi-decade retirement is no easy task. Even seasoned financial advisors with years of experience working out hundreds of different retirement scenarios are often challenged in establishing initial assumptions and monitoring how changing metrics affect client retirement strategies.
Attached is an article you may find helpful, especially if you, or someone you know, is in a period of job transition or within a short window before retirement. Please feel free to pass it along.
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Happy Retirement Planning!
The Art of Managing Retirement Assumptions