Case: Study: Saving for Retirement

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.