The 4 Stages of Retirement and How to Guide Your Clients Through Them
Sep 12, 2022
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By Debra Taylor, CPA/PFS, JD, CDFA
There are 10 to 30 years in the typical retirement period—and a client’s needs—practical, emotional and financial—will vary along that timeline. Use this four-stage structure to help clients get the best experience in their third act.