Brennan Kim cites statistics from a couple of surveys that state the obvious.  Couple don’t necessarily see eye to eye when it comes to finances and retirement.  He stresses the need for compromise in areas such as risk, savings, and retirement target date.  He addresses retiree concerns like inflation, the state of Social Security, and longevity and gets back to basics with some good practices to make sure you’re on the right track to retirement.

You can reach Roberts Wealth Management by calling 800-891-8680.

Roberts Wealth Management

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