Reflections on a Professional's Self-Check List

November 2006
Journal of Financial Planning;Nov2006, Vol. 19 Issue 11, p36
Academic Journal
The article presents six attitudes that professional financial planners must make sure to avoid. Financial planners who wish to truly serve their clients must ensure they don't assume retirement is only about money, realize when they are biased and affected by ageism, fully engage both parties in a couple about their separate plans for retirement as well as their shared goals, check for true understanding of options and choices related to retirement planning, recognize the holistic components of retirement, and avoid projecting their personal view of retirement on to clients.


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