Greg Giardino, CFP®, CPWA, Vice President, and Financial Advisor at Wealth Enhancement Group was featured by Kiplinger in “I Thought I'd Be Set, But My $3 Million Isn't Buying the Retirement I Imagined. What Should I Do?”
“If you’re discovering your portfolio isn’t going as far as you would like it to go in retirement, your first place to turn to for reassessment should be your expenses,” he says.
Access the full article by Maurie Beckman here.
In the news
Media appearances
CNBC: Charlie Massimo Featured in “Trump’s ‘Big Beautiful Bill,’ Other Changes Benefit Accounts for Individuals with Disabilities”
