How to Prepare for Financial Shocks in Retirement

You’ve always lived below your means and were a diligent saver, and now you’ve built a pretty sizable nest egg. Or maybe you’ve just been lucky enough to work for a company that has a well-managed 401(k) plan and has always matched your contributions. However you did it, you now have a reasonable retirement income that, with the help of Social Security and possibly a pension, provides you with a comfortable retirement lifestyle.

So, you’re all set, right? Not necessarily.

With a proper assessment, any retirement plan could be prepare your client for what life might throw at them. Be prepared for them, click here

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