CASE STUDY TEMPLATE The solution? They can either adjust their lifestyle to spend around $70,000, annually, or come up with a combined income of $50,000, annually, to accommodate their
current lifestyle. Ideally, the retire-while-you-work scenario would be for each of them to pursue a passion career where they can each make $25,000 per year, enjoy what they do, and stay engaged, healthy, and connected.

Life is all about trade-offs. Want to live off more income during retirement? Work part time. Want to play golf and enjoy the beach all day? Live off fixed income (Social Security and any pensions) and use no more than 4 percent or so of your retirement funds from Bucket 3.

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