The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Have A Question About This Topic?
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
The majority of U.S. workers retire at age 63. Do you want to leave the game earlier? Or play longer?
Taking regular, periodic withdrawals during retirement can be quite problematic.