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106 Things We Do For Clients, No. 18

No. 18 of 106 Things We Do For Clients

Address how much retirement income you can take from your investments without running out of money during your lifetime. One of the biggest anxieties for many people who are retired or near retirement is fear that they will outlive their income. We have invested heavily in education and complex software to help us answer that question for you in simple and clear terms. We do annual updates so you have a clear picture, decades before there is an irreparable problem, of how changes in the economy, tax law, or your spending habits will affect the longevity of your money. Many of our clients have found that the serenity which comes from knowing they will have enough is worth the total cost of financial planning.

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