A Milwaukee Couple Wants to Retire By 60. A Financial Advisor Gives Them A Road Map.

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WALL STREET JOURNAL ARTICLE written by Demetria Gallegos.

Senior VP of Financial Wellness Services, Kelli Send, provides expert financial advice for a Milwaukee couple hoping to retire by 60.

Retirement advice isn’t just about the retirement plan; it’s about the whole financial picture. Check out the article below to see how Kelli helps this couple achieve Work-Life-Money Balance and prepare to retire early.

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