Rules of thumb are approximate methods for doing something and certainly may need to be tweaked to adapt to changing times and situations.  Paul discusses some investment and retirement rules of thumb everyone should know.  He also breaks down retirement planning for couples and how each spouse may view retirement differently.   He then covers much of what needs to be considered for retirement planning and how the strategies and line of thinking could be unique to that stage of your life.

You can reach Paul Roberts and the team by calling 800-891-8680.

Roberts Wealth Management

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