Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
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.
Imagine you’ve been invited to go paragliding. It’s your first time and you’ve bought a top-of-the-line paraglider.
How does your ideal retirement differ from reality, and what can we do to better align the two?