Eclipse Capture

By: Harris Financial Advisors | On: September 1, 2017 | Category: Retirement Savings | Tags: 401(k), eclipse, planning

Retirement Planning: An Astronomical Event

Recently, I had an opportunity to help a new client with a strategic financial plan. When she came to us, she shared with us that she felt pride in what she had accomplished in life in raising her son and in her career. Yet, she felt uneasy and anxious about what was yet to come, and she could not tell from her company’s retirement statement if she would be able to travel as she wanted to do in retirement.