Learn More: 7 Things You’ll Regret Downsizing in Retirement Read Next: 5 Subtly Genius Moves All Wealthy People Make With Their Money As a financial planner, I’ve helped many clients navigate ...

This ceiling of complexity often comes in retirement when our financial lives ... you miles ahead in terms of planning, but a spreadsheet software program such as Microsoft Excel or Google Sheets ...

With your goals in place and data in hand, it’s time to develop the retirement plan. This is where the real financial planning work begins. Using the information we’ve gathered, I’ll design ...