Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
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Chinese legend says that the Jade Emperor determined the order of animals in the zodiac by calling a race. The Rat and the Ox were in tight competition — until they arrived at a swift river. The Rat charmingly convinced the Ox to carry him across. But when they landed on the other side, the Rat leapt off the Ox and dashed across the finish line first.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.