Longevity Planning

Sara and John Fisher are in their mid-50s. Their professional careers are successful and they've amassed about $5 million in assets. While they could keep working, they're ready for something new. They want to start making their dreams come true now. With the first Baby Boomers approaching 60, advisors are seeing a lot of clients interested in retirement. Even more aren't quite ready to retire but

Sara and John Fisher are in their mid-50s. Their professional careers are successful and they've amassed about $5 million in assets. While they could keep working, they're ready for something new. They want to start making their dreams come true — now.

With the first Baby Boomers approaching 60, advisors are seeing a lot of clients interested in retirement. Even more aren't quite ready to retire but do want to make some lifestyle change; to leave their primary careers and ease into th

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