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Home Market Research Markets

We were 62 and 63 and ready to retire. Nearly $900K saved and a paid-off home. Yet every month we felt broke and anxious. Something had to change

by TheAdviserMagazine
4 months ago
in Markets
Reading Time: 1 min read
A A
We were 62 and 63 and ready to retire. Nearly 0K saved and a paid-off home. Yet every month we felt broke and anxious. Something had to change
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Advertising Disclosure: When you buy something by clicking links within this article, we may earn a small commission, but it never affects the products or services we recommend. Denise and Carl represent a typical couple in their early sixties navigating the financial challenges many near-retirees face. They had done what everyone said was right. They worked hard, bought a house…



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