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When You Assume…What Do You Assume?

Industry Trends and Research

Some say that “when you assume…” but the reality is that retirement planning is full of assumptions.  While every individual situation is unique, this week, we’d like to know which one(s) you generally use/recommend—at least to start.

Yes, retirement planning is a complicated business, in no small part because of all the individual variables involved. Often you’re sitting down with an individual who has no real sense of key decision points—including at what age they expect to…retire. 

So, this week we’ve lined up some key assumptions for your consideration—and we’d like to know what you typically/generally/most often use—at least as a starting point—in those discussions.

REPLY to this week’s NAPA-Net Reader Radar poll at https://www.research.net/r/QZ97VZ2    

And, of course, we’ll have it all sorted out by week’s end!

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