Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Using smart management to get more of what you want and free up assets to invest.
Here are five facts about Social Security that might surprise you.