Planning for a `three-phase' retirement

Murray, M. Christian
August 1998
National Underwriter / Life & Health Financial Services;8/10/98, Vol. 102 Issue 32, p5
Describes how planners should channel their client's financial sources in various phases of a retirement. Presentation by Michael Stein during the 1998 College for Financial Planning conference in Denver, Colorado; Census data on United States retirees; Characteristics of active stage, passive retirement phase and final phase; Active lifestyle budget and subsistence budget allocation.


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