Larry and Kathy work hard and are diligent about saving and investing. But they aren’t sure when they’ll be able to retire and what that retirement will look like. I find that people can usually make small changes and have big results.
They need a plan to help them discover how much more they need to save. That is the first step. Once they figure that out I would suggest they set up auto payments into their investment accounts. Finally, I would review their existing investments to determine if they are taking on undo risk or leaving opportunity on the table by holding on to underperforming assets.
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This case study is for general information only. This is not intended to be used as the basis for decision-making. You should speak to a qualified professional before making any investment decisions.