Couple shy of retirement goals with $2.1 million portfolio

Tom and Amanda, both 60, self-employed and semi-retired, plan to spend $115,000 to $120,000 a year after-tax in 2024 dollars to age 95-plus. Are they on track to generating enough income to meet their lifestyle goals? Their current annual spending is nearly $109,000, and their biggest expense is travel, something they love and plan to do as long as possible. Read More

Couple shy of retirement goals with $2.1 million portfolio

Couple shy of retirement goals with $2.1 million portfolio

Couple shy of retirement goals with $2.1 million portfolio

Couple shy of retirement goals with $2.1 million portfolio

Couple shy of retirement goals with $2.1 million portfolio