Gen X: Your Retirement is Getting Close

Luke and Lake talk about the next generation gearing up for retirement. That’s Generation X and they’re in the financial red zone. The discuss that transition for accumulation to decumulation, how the generation should prepare for tax efficiency, healthcare costs, and the possibility of long- term-care. They also cover the “just right” retirement customized for you which includes consideration of what you will need to retire comfortably, your Social Security sweet spot, and how to control spending in that first year of retirement.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

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