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Guide to Setting a Retirement Budget

Understanding how current habits affect retirement outcomes

The biggest difference between successful and unsuccessful retirements is one’s willingness to evaluate their decisions in the context of their short, middle, and long-term goals. That’s why we work with all our clients to create a comprehensive spending plan for retirement. When we consider all current spending and savings habits, we can extrapolate to retirement age to determine whether or not the client’s decisions today support long-term goals.

Our spending plan template can not only be used as a retirement planning tool, but it’s also effective for anyone approaching a housing transition. It requires couples and individuals to take stock of their spending habits—both fixed and discretionary expenses—as well as savings to give a holistic view of one’s financial outlook. Download the template and instructions today to start taking control of your financial future.

Get Your Spending Plan Template

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