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Instead of aiming for a retirement of pure leisure, many Americans now prefer “semi-retirement” (with part-time work) or a series of “temporary retirements” (interspersed with sabbaticals and then new careers). What does this mean for how much clients need to save?
Conventional wisdom may be overestimating how much clients need in retirement. Recent research shows that the growth rate in retiree spending looks like a “smile”—expenses grow most rapidly at the beginning and end of retirement, with an offsetting dip in the middle. Bottom line, clients may need 20% less in savings than originally thought.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025