Sam, Andi, and Luke caution against retirement ready assumptions that may not be accurate.  They advise of out-of-pocket healthcare costs even with Medicare.  They also explore whether or not your 401(k) is enough, and they look at how your expenses could be in retirement.  They also discuss forward looking retirement tax strategies and making sure to have a contingency plan in place in the event of early retirement.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

 

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