TITLE

Getting to `Yes' in Retirement Planning

AUTHOR(S)
Stein, Michael K.
PUB. DATE
November 1999
SOURCE
Journal of Financial Planning;Nov99, Vol. 12 Issue 9, p30
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article discusses the concept and strategy of retirement planning. The point here is not the specifics of this strategy. But the concept that a typical retirement budget has a lot of discretionary spending that can be temporarily eliminated is an important management tool. Clients are used to pulling in their belts when conditions require it, and they are likely to find a plan that reflects this ability. The pleasure in retirement planning is helping clients achieve the kind of retirement they really want, getting to Yes! A few new tools may make that pleasure a little easier to achieve.
ACCESSION #
2501998

 

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