Retiring at 63? Plan for Your Life, Not Just Your Portfolio
Will your money last—and which opportunities might change before you use it? Retirement planning needs room for both questions.
Jean follows Mark and Linda, a hypothetical couple retiring at 63 with a little over $2 million. They have long wanted to travel, but keep finding reasons to wait. The story explores the difference between being able to afford an experience and feeling permission to spend on it.
Their later travel preferences are fictional illustrations, not predictions about what anyone can do at a particular age. Health, mobility, energy, family circumstances and meaningful…
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