Today’s generation isn’t content to work now and play later. They want to work now and play now. And so retirement planning has shifted its focus from accumulating in order to spend later, to answering the question, how can I have what I want while I’m working and even more ... Views: 1246
A new client referred to me recently brought in a financial plan that was prepared by another firm. His company had paid for this service as a part of his benefits package. He pushed the binder across the table and said to me “Here, you may find this useful. It’s all Greek to me.” I took a ... Views: 2569