Enjoy Your 7-Day Weekends: A 3-Step Plan for Retirement
Saving for retirement is one of the most popular topics that clients want to discuss with their financial advisers. In fact, Boston Private's recent WHY of Wealth Survey found that preparing for a comfortable retirement was the most important factor driving the wealth planning efforts for nearly a third of all high-net-worth respondents.
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But how do you begin planning for such an important financial milestone like retirement? It’s a question I hear quite often. And while there’s no magic formula or right number that works for everyone, I have found that the following three steps can help almost any individual build a successful plan for what I like to call the “seven-day weekends” of retirement.
1. Begin with organizing your financial life
Though not the most exciting,
