Compass
|
Bates & Company, Inc.
|
Loan & Distribution Specialist AimPoint Pension
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
AimPoint Pension
|
Regional Vice President of Sales The Retirement Plan Company
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Integrating Financial and Life Planning in the Second Half of Life (PDF)
Still River Retirement Planning Software Aug. 19, 2009 5 pages. Excerpt: You can't give truly informed financial advice, for example, if you don't know about work plans, residential relocation, changes in family relationships, new plans for travel and leisure, health issues, and even the client's general level of content or discontent with life ? all of which may be in flux simultaneously. And those other decisions in turn shouldn't be made without financial analysis. Real lives cannot be compartmentalized, and older clients need guides who command all aspects of this new territory. |
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |