The way to know if you’re saving enough now is to understand your goals for retirement and estate planning. Once you know where you stand and where you want to go, the answer becomes clear. Even small steps in the right direction can make a big impact over time.
Some savers may need to make a course correction, while others may find that they can maintain their approach or even reduce their savings levels based on the strength of their plan. The answer is as unique as each person, which is why we come alongside our clients to offer perspectives backed by decades of experience and vast amounts of empirical data. While we may enjoy the details, most clients prefer the bottom line, so we tailor our approach to what you want to know.
