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Tag: semi-retirement

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Is Your Retirement Plan Actually Good for You? The Underlying Problem Your Financial Advisor Never Mentions

Robert retired on a Friday in March with a number he’d spent thirty years building toward, and by every measure his advisor used, it was a good number. Diversified portfolio, conservative withdrawal rate, the mortgage paid off, healthcare accounted for. He’d done everything right. He spent the first few weeks doing exactly what he’d always […]

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