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Integrating Financial and Life Planning in the Second Half of Life (PDF)
Still River Retirement Planning Software Link to more items from this source
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.

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