Ayako Yoshioka, CFA, Senior Portfolio Manager and Kate Maier, CTFA, JD, CFP, Vice President of Private Client at Wealth Enhancement Group were featured by Benefits Pro in “What About My Nest Egg’ With An Eye On The Election, Americans Are Worried About Their 401(k)s.”
“A retirement plan should factor in lifetime earnings and life expectancy,” says Kate. “Generally, health care costs rise as we get older which is a very real consideration for retirees. A financial advisor can help work through the details for a plan that makes sense given their individual considerations.”
Access the full article authored by Lynn Cavanaugh here.
