Rightsizing for Retirement
What does your home really cost?
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Financial Planning in the Year of the Ox
Chinese legend says that the Jade Emperor determined the order of animals in the zodiac by calling a race. The Rat and the Ox were in tight competition — until they arrived at a swift river. The Rat charmingly convinced the Ox to carry him across. But when they landed on the other side, the Rat leapt off the Ox and dashed across the finish line first.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.