Clients nearing retirement have some significant challenges to
face. And so do their advisers. They can expect to live far longer
after they retire. And the problems they expect their advisers to
solve are far more complex. The traditional sources of retirement
income may be shriveling, but boomers don’t intend to downsize
their plans. Instead, they’re redefining what it means to be
retired–as well as what they require of financial advisers.
Planners who aren’t prepared wil...
Tabela de Conteúdo
Acknowledgments ix
About the Contributors xi
Foreword by Walter Updegrave xxiii
PART ONE: FACING THE NEW REALITIES 1
1 Boomers: A Force for Change 5
Deena B....
Sobre o autor
Harold Evensky is chairman of Evensky & Katz, a
financial-advisory firm in Coral Gables, Florida.
Deena B. Katz is president. Their combined experience
totals m...
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