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Health Care

Recent research from Fidelity Investments indicates that a couple who retired in 2015 can expect to spend an estimated $245,000 for healthcare during their retirement.

Taming the High Cost of Health Care During Retirement

By | Health Care, Retirement Planning | No Comments

I recently met with a client to review their investment accounts and financial plan.  During the course of our meeting the topic of aging came up.   As we talked about getting older and the challenges that aging presents, I remembered something an old client had told me at the very beginning of my financial planning career.  Tom and his wife…

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