Covid-19 made maximizing retirement income the single most important financial decision of a client’s lifetime. Eyes widen when I share the rate of boomer retirements quadrupled in 2020, relative to 2019, unmooring 350% more “money in motion.”
As you know, planning for the future and keeping your finances on track require regular vigilance and fine-tuning. But when life gets busy, it’s surprisingly easy to forget about the basics.
