Take Advantage of the Little Things

Supper, William J.; Cocozza, Christopher R.
May 2008
Journal of Financial Planning;May2008, Vol. 21 Issue 5, p36
Academic Journal
The article discusses certain aspects of retirement planning. Financial planners tend to focus on major financial items like savings vehicles, asset allocation, and asset withdrawal strategies when there are other things that can contribute to a client deciding on a more appropriate and full retirement. Some ideas that can accomplish a satisfying retirement are severance packages, health savings accounts, and fiscal stimulus checks. These things can be used to invest in real estate for those clients that are either high net worth or average.


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