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My clients Ben and Sarah came into the office recently. At 60 years old, they’ve worked hard their whole lives to save up $1.5 million, and they’re seriously starting to think about retirement. But, will that $1.5 million really be enough for them to meet their lifestyle goals and enjoy retirement on their terms? Let’s find out.

When most people think about retirement, their 401(k) is often the first account that comes to mind. For many, it’s the single largest piece of their retirement nest egg and the result of years, even decades, of saving and investing while working.

For decades, Social Security has been one of the cornerstones of retirement income in America. If you’re like most people, you’ve been paying into the system for your entire working life and are expecting it to provide a meaningful portion of your income once you stop working.