TITLE

You can't have one without the other

AUTHOR(S)
Baigrie, Tom
PUB. DATE
June 2013
SOURCE
Money Marketing;6/20/2013, p35
SOURCE TYPE
Periodical
DOC. TYPE
Opinion
ABSTRACT
The author offers insights on private client financial management. According to the author, the duty of financial planners advising private clients is to get them to set their expectations of their money properly and then meet those expectations. He insists that the only way to achieve this is to take them through a lifetime cash-flow forecast and build a plan of what they want to do with their money.
ACCESSION #
88836321

 

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