There was a law passed not too long ago called The Secure Act, which changed the way our savings is reported back to us. This can create a disconnect in the numbers between what we have currently saved and the reality of how much income that will provide for us at retirement. This week Sherod Waite gives some context on this and what to do about it.
BE MONEYWISE. Moneywise is available for free, no-obligation phone + virtual consultations. Partner with a skilled, down-to-earth financial + investment advisory team that will help you make the most of your investor timeline and financial resources.
Moneywise Wealth Management | “The Moneywise Guys” podcast