Rules of thumb are approximate methods for doing something and certainly may need to be tweaked to adapt to changing times and situations.  Sam, Andi, and Luke discuss some investment and retirement rules of thumb everyone should know.  They also break down retirement planning for couples and how each spouse may view retirement differently.   Then they cover much of what needs to be considered for retirement planning and how the strategies and line of thinking could be unique to that stage of your life.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

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