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117 Things We Do for Our Clients Number 25 - Help You Identify Areas of Overspending

Vise clamp on a bulging wallet
Image by Steve Buissinne from Pixabay

Identifying overspending isn't a crowd-pleaser, but it's crucial. Overspending is never advisable, but it's especially detrimental during retirement when there's little time to recover. Even a year of excess spending can derail your plan. We'll help pinpoint areas where you're overspending, which allows you to course-correct swiftly, minimizing the impact on your overall financial strategy.


Though unpleasant, addressing overspending early is vital to safeguarding your retirement. We'll partner with you to nip this issue in the bud, protecting the future you've diligently planned.



*To see the whole list of "117 Things" in progress, click here.


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