Retiring in Our Mid-50s: Managing $1.9M on $225K Income – What’s Next?

Living in a bustling urban area, a couple in their mid-50s is facing a significant financial milestone. With an annual income of $225,000 and assets totaling $1.9 million, they are now contemplating the next steps to secure their financial future. As they navigate through their midlife years, the couple is pondering on how to make the most of their current financial standing. With a sizeable income and substantial assets, they are considering various options to …

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