SPENDING IN RETIREMENT Easing the Reins or Pulling Them In

Stolz, Richard F.
March 2008
Journal of Financial Planning;Mar2008, Vol. 21 Issue 3, p20
Academic Journal
This article discuses economic aspects in successful retirement planning, which is the primary goal of financial planning and planners. The article evaluates how an economically successful retirement can be threatened by a client's personal instincts, financial delusions, or ingrained patterns of economic behavior. Judy Hagar of Wolters, Hagar & Pratt Financial Planning in San Diego, California, offers her definition for excessive spending and how to confront over spenders and William Burns of Burns Matteson Capital Management in Corning, New York, discusses a color-coding system he uses on financial reports to capture the attention of clients in danger of over spending. INSET: Defining-and Achieving-a 'Successful' Retirement.


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