My wife and I have banked a few million for retirement so far – what changes we should make to optimize our financial plan?

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My wife and I have banked a few million for retirement so far – what changes we should make to optimize our financial plan?

247wallst.com/personal-finance/2025/05/09/my-wife-and-i-have-banked-a-few-million-for-retirement-so-far-what-changes-we-should-make-to-optimize-our-financial-plan

Key Points

With nearly $3 million in retirement savings, this couple wants to know if they are set up for life.

While they are off to an impressive start, they’ve got big plans for their family and may want to adjust their strategy.

Inheritance planning is one of the…

This story appeared on 247wallst.com, 2025-05-10 03:17:37.