TITLE

Counseling Insights from the Last Lap of Life

AUTHOR(S)
Hughes, Bonnie A.
PUB. DATE
January 2009
SOURCE
Journal of Financial Planning;Jan2009, Vol. 22 Issue 1, p34
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the way in which financial planners can use the experiences of their older clients to educate their younger clients regarding investment decisions. Questions that have been raised regarding the way in which financial planners should counsel their clients are discussed. The author feels that one thing financial advisors should do is to convince their clients to save more money throughout their working years. The personal stories involving the financial decisions made by two of the author's clients are discussed.
ACCESSION #
36321488

 

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