Often, clients come to us when they are contemplating retirement. Or, they may have retired and are working part-time to stay involved. They want to know if full retirement is realistic and what that means for their lifestyle. They have a lot of questions:

Will I be able to maintain my lifestyle in retirement?

What are some of the expenses I may not be considering that would impact my way of life?

Will we be able to leave a legacy for our children?

When should I start taking Social Security?

How can I best contribute to my favorite charity?

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