Retirement
I am 66 and reached my full retirement age. I will retire 67. My wife will continue to work ,she is only 62. We have 750 k in savings. How much is enough ? We still have about 130k mortgage and hardly any credit card debit.
Terry Says
This is why Certified Financial Planners — fee-only — exist! To look at your entire picture — not only investments, but budget, withdrawals, insurance needs 9including long term care) and taxes. They will help you make a plan that works for YOU. It’s not just a magic number.
To find a CFP you can trust, who agrees to put your interests first and fully disclose all fees and costs, go to www.Wealthramp.com. And first, read this column I wrote about this service recently.
