Wealth Management & Financial Planning

Wealth Management & Financial Planning

Why A Retirement Budget Is Key

Consider This Program with Joe Clark, CFP and Aaron Rheaume, CKA®. In this segment we will cover:

If you are similar to most people, the term budget is a nasty six-letter word that no one likes. What do you mean I have to track where I am spending? Balance a checkbook; what does that mean? Better yet, what is a checkbook? I, too, feel this way, but I do know what a checkbook is! For most people, budgeting is not fun, and it doesn't come easy when you have more months left than money in the bank account. However, if you were fortunate enough over your career to save some money and are considering retiring, the word budget should be significant to you. It is so important that it could jeopardize your retirement altogether.

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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