Retirement/Financial Independence

If you're like most people, you have asked, "Do I have enough?" Or even, "Am I on the right track?" However, knowing whether you will meet your goals for retirement takes much more than a simple portfolio rate of return calculation. Planning for achieving true financial independence involves other factors, such as: 

  • Saving and Spending Ratios
  • Premature Death
  • Disability
  • Inflation
  • Costs of Aging
  • Living Beyond Life Expectancy
  • Legacy Goals

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