Income replacement ratio is the percentage of pre-retirement income that is needed to maintain the same standard of living in retirement.
Financial terms can be confusing, and it can be difficult to know how they apply to you and your specific situation. Please reach out any time we can help you learn more and strategically plan to optimize your retirement planning.
A contribution limit is the maximum amount that can be contributed to a retirement account in a given year. Financial terms can be confusing, and
An expense ratio is the ratio between a mutual fund’s operating expenses for the year and the average value of its net assets. Financial terms
A bond is a fixed-income investment instrument which represents a loan made by an investor to a borrower. Typically, corporate or governmental. Financial terms can
