‘Mary Dovel, CPA/PFS, managing partner at Telos Family Office in Charlotte, N.C., and a member of the AICPA Personal Financial Planning (PFP) Executive Committee advises that for the best outcomes when planning for retirement, “Clients are much happier when they have clarity and fewer decisions.”’
They recommend following these steps:
Start With an Overview
Consolidate and Automate
Talk About Worst Case Scenarios
Consider Test Runs
Calming nervous clients nearing retirement Read the full article, HERE.