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If your clients are saving more—raises, windfalls—that automatically means they are spending less. Living a little below their means, they will likewise need less income in retirement—and have more! It’s a conversation worth having, and here are the visuals to support this thinking.
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?
ChartTalk: As it turns out, folks often don’t wait for “full retirement age.” Also see the annual cost of retirement and the amount of savings needed to retire comfortably in each state.
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