Retirement
Housing
Healthcare
Estate Planning
Tax Planning
Insurance
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Your Information
Current Age
Planned Retirement Age
Current Retirement Savings
Current Monthly Income
Desired Monthly Retirement Income
Expected Annual Return (%)
Your Retirement Plan
💡 Recommendations
• Aim to save 15-20% of your income for retirement
• Consider maximizing employer 401(k) matching
• Review and adjust your plan annually
• Consider working with a financial advisor