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Should You Spend Your Nest Egg or Leave a Legacy?

October 7, 2018

From the U.S. News & World Report website

As you settle into retirement, it’s natural to look at your finances and think about how much you want to leave behind. Even if your dream has been to leave an inheritance for your loved ones, you may find your goals or financial situation change over time. “Retirement is a very personal adventure,” says Megan Gorman, managing partner at Chequers Financial Management in San Francisco. Depending on your family’s needs, as well as your own interests and health, you might decide to create a legacy, spend more on yourself than planned or both.

Follow these guidelines to determine the best financial path for your resources in retirement.

From → Finance

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