Are You A DIY Retirement Planner? Four Things You Need To Know | Old North State Wealth News
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Are You a DIY Retirement Planner? Four Things You Need to Know

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I was working with a couple who had a great retirement awaiting them. They had done a great job saving throughout their working years and had amassed a retirement nest egg of $2 million. They surely had enough to retire comfortably. The question wasn’t whether they would have enough money; instead, it was whether they were maximizing their hard-earned life savings.

They had done well on their investments, but the rest of their plan had no focus, and they were missing important details. These weren’t mistakes that would cause failure, but they were mistakes that could cost them hundreds of thousands of dollars over the course of their retirement. They needed to understand that when you have saved millions of dollars and enter into retirement, your focus shifts.

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.



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