Follow our previous video where we analyzed Bob and Linda's current holdings in their 401k ie in the video where we analyzed Bob and Linda's current holdings as we worked towards creating a retirement plan for them and now we want to show you the next step where we Bob And going to put Linda's retirement to the test. In a few different ways both with what they're currently doing with the 401k and perhaps a few tweaks that we would consider in building our partnership together.
Having a solid financial plan could be the key to long-term financial stability. The stress test allows you to make sure life's unexpected events don’t derail your retirement goals. Having a Plan Is Not Enough! Each one of us has individual goals, lifestyles, and experiences that shape the way we travel through life.
Yet, so many people still follow broad, one-size-fits-all retirement plans. How does that make any sense? It is important with any retirement savings stress test that it be conducted mindful of the probability that the circumstances illustrated actually occur.
