TITLE

Life Planning Meets Retirement Planning

AUTHOR(S)
Schulaka, Carly
PUB. DATE
December 2010
SOURCE
Journal of Financial Planning;Dec2010, Vol. 23 Issue 12, p34
SOURCE TYPE
Academic Journal
DOC. TYPE
Interview
ABSTRACT
An interview with financial life planning expert Roy Diliberto is presented. He believes that determining the client's lifestyle after retirement is essential rather than discussing the amount of money needed for the plan. He suggests that financial planners must carefully assess their client's retirement needs using life planning and understand their goals by establishing communication. He comments on the way some planners question their clients on what age do they plan to retire.
ACCESSION #
55781783

 

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