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Jun 27, 2022

Inflation is having a strong impact on retirement savings, according to new research (by the quarterly BMO Real Financial Progress Index).  It found more than 20% of Americans have reduced what they’re putting away for retirement.  And over one in four indicated higher prices are forcing them to delay leaving the...


Jun 6, 2022

Do you ever daydream about what retirement is going to be like?  Wealth Logic founder Allan Roth tells Time magazine that some of our expectations turn out to be fairly accurate, but we miss the mark on others. Is he right?  Do you find that clients sometimes underestimate how much they’ll spend when they retire? Hear...