TITLE

Portraits of Clients in Full Humanity

AUTHOR(S)
Wagner, Richard B.
PUB. DATE
October 1997
SOURCE
Journal of Financial Planning;Oct97, Vol. 10 Issue 5, p44
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents author's views on issues related to retirement, while highlighting some of the encounters experienced by retirees. Some people live in all their glory, with authentic issues palpably affecting their personal finances. Not many of their issues are hard or technical-- not really. Yet financial planners find it difficult to advise or manage without understanding them, their circumstances and their money issues. They are just trying to get by in life as best they can, with varying degrees of success. A divorced woman Betty is lonely and needs a spine. She basically just wants her husband back. The money is sort of enough but not exactly. Some retirees expect from the author to understand their goals and objectives and to understand the problems and issues affecting their financial well-being. Each is extraordinarily complex. Each lives in a world that demands financial literacy. They need planners to help them with their money, to make it better suit their goals, objectives, choices and needs.
ACCESSION #
9712013893

 

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