Consumers aged 60 or older are taking out debt faster than any other age group, which may curb their ability to fully enjoy retirement.
The average retiree is actually accumulating wealth, rather than depleting their assets as they age.
Rather than relying solely on benchmarks, your retirement investment portfolio should consider your specific, personal liabilities.
Simply drawing down the most heavily taxed accounts first is not always the right approach.
We are bringing to life a simple and effective money management approach, one that takes care of your day-to-day needs while maximizing your income and ability to reach your goals as you age.