Congratulations on a Job Well Done

Schulaka, Corly
December 2009
Journal of Financial Planning;Dec2009 Retirement, p3
Academic Journal
The article focuses on the success of retirement income planning in the U.S. Study on the retirement income distribution market held by Diversified Services Group shows that 60 percent of the planners says their clients did not make any relevant changes to their lifestyle or retirement plan. Another survey reveals that about 18 percent of the clients need to delay their retirement date. Planners point out that clients are concerned on the volatility of their investments.


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