Wondering what it takes to have a comfortable middle-class retirement? 

XML Financial Group CEO and Co-founder Brett Bernstein, CFP®, recently shared his thoughts with GOBankingRates: “Middle-class retirement isn’t all that different than any other class of retirement. To me, everything starts with a holistic financial plan. You need to understand what you own, what you owe, where you are today and where you are headed.”

Read the full interview here.

Have questions about how these insights and ideas could impact your personalized wealth management strategy? Let’s talk.

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