As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order, and their income strategy is in place. From a financial standpoint, everything looks good on paper. That’s when we ask them a more difficult and personal question: Have you two actually talked about what retirement will be like? Not the math. Your life. Where you'll be, how you'll spend your time, and what each of you is genuinely looking forward to. We find that many have not thought that far ahead.
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