Clients are living longer : How will your practice adapt?
By: Polyak, Ilana [author]
Language: English Copyright date: 2018 In: Journal of Accountancy Mar 2018, Vol. 225 Issue 3, pages 16 - 20Summary: The article discusses the important things that financial planners should know to effectively lead their clients toward the journey of retirement. It outlines the challenges encountered by the retirees including the high medical care costs, fraying safety net of the Social Security and fewer pensions. Also highlighted are the importance of planning early about the retirement and approaching the retirement stage with longevity planning that will focus more on the human aspects of the retirees.| Item type | Current location | Home library | Call number | Status | Date due | Barcode | Item holds |
|---|---|---|---|---|---|---|---|
JOURNAL ARTICLE
|
COLLEGE LIBRARY | COLLEGE LIBRARY PERIODICALS | Not for loan |
Total holds: 0
The article discusses the important things that financial planners should know to effectively lead their clients toward the journey of retirement. It outlines the challenges encountered by the retirees including the high medical care costs, fraying safety net of the Social Security and fewer pensions. Also highlighted are the importance of planning early about the retirement and approaching the retirement stage with longevity planning that will focus more on the human aspects of the retirees.
Click on an image to view it in the image viewer
There are no comments for this item.