Retirement - The Easy Win Solution

In my normal course of business, I have seen thousands of clients’ portfolios. I see their income, their savings, their home loans and home values. I talk with them about their goals and their dreams. At 58 years old I am a Boomer myself, so I can totally relate to their situations. When I talk to clients who are Baby Boomers, at times I feel like I am talking to myself. I have been down the same roads—I have the same dreams and I have many of the same problems with my own retirement plans ...