Estate Performance Advisors

Financial wellness and planning can positively impact retirement. While financial discipline is crucial, recent findings suggest there's room for enjoying life, including travel and vacations, even post-retirement, if savings support it.

Go Ahead, Take That Vacation. You May Be Spending Too Little in Retirement. New research on retirement spending shows retirees may have more wiggle room to spend than they think, assuming they have savings and aren't primarily relying on Social Security.