More than 3 Million and Can't Afford to Retire ? | On The Money

In a scenario where a couple possesses three million dollars in savings yet remains apprehensive about retirement, the advisor addresses their concerns and conducts a comprehensive financial assessment. The advisor underscores the significance of considering health and time alongside monetary factors. The couple's financial details, encompassing investments, annuities, and assets, are meticulously discussed. Core income streams from home ownership, Social Security, and annuities are identified. Addressing their anxieties, the advisor examines potential risks like market fluctuations, inflation, Social Security adjustments, and long-term care. Utilizing simulations, the advisor demonstrates that despite potential challenges, their retirement remains viable. The narrative highlights the need to strike a balance between financial security and overall well-being.

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