In this conversation, Jackie, Tim, and Jeffrey discuss financial planning rules of thumb and their relevance in today's retirement landscape. They explore the 60-40 rule, the rule of 72, the 4% rule, and the rule of 100. They also address common concerns and misconceptions about retirement planning and emphasize the need for a comprehensive approach that includes income planning, investment planning, tax planning, healthcare planning, and estate planning.
Reach out to Stonebridge at 866-295-5146 or check the website for one of their 4 offices in Nebraska at Stonebridge Insurance & Wealth Management.