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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.
Professor Peter Cappelli discusses whether companies value older workers.
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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