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Helping Clients Who Want A Retirement They Can’t Afford (Because Their Prior Advisor Said They Can): Kitces & Carl 203

By Michael Kitces · Kitces.com ·

Image: Kitces.com

Retirement signals complex spending, income, and identity shifts, often all at the same time, which is why many clients seek an advisor during this time. Often, as advisors are creating the projections of how a client's retirement may pan out, they have some combination of follow-up questions, good news, and notes of…

Summary as published by Kitces.com
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