Tracey tackled one of the most common questions she hears from clients: how much money is actually enough to retire comfortably. She pushed back on the popular idea that everyone needs a specific number like $1 million, and made the case for shifting the focus from a savings target to replacing income, since retirement is funded by income, not account balances.
Steve addressed why markets tend to feel more volatile heading into fall, particularly during election years, and how the Market Guard® portfolios adjust in response. He also answered some of the questions he’s been getting most in client reviews lately, including how to think about rising costs without derailing your retirement lifestyle.
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