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106 Things We Do For Clients, No. 86

No. 86 of 106 Things We Do For Clients

Identify your overspending.

This isn’t the most popular benefit when it’s communicated to most people by their planner, but it’s absolutely one of the most important. There is no time in a person’s life where overspending is a good thing, but one of the worst times to overspend is when you have little or no time to make up for the damage done by the overspending. One of those times is in retirement, when overspending by even a year can negatively impact your plan. We will identify areas of overspending and call those to your attention early on to help you change courses quickly and with the least damage to your overall plan.

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