I’m 58 With $1.2 Million Saved. A Financial Planner Said I’m Making One Critical Mistake

A financial planner sat down with a 58-year-old client who had done almost everything right. Steady contributions over three decades. A $1.2 million portfolio. A retirement date penciled in for 62 or 63. Then the planner said something that stopped the conversation cold: the way the money is invested right now could cost more than ... I’m 58 With $1.2 Million Saved. A Financial Planner Said I’m Making One Critical Mistake