A 13-Point Checklist for Helping Clients Retire

Aug 15, 2022 / By Debra Taylor, CPA/PFS, JD, CDFA
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Moving into retirement from a full-time career can be daunting for clients, but you can ease the transition by having a process in place that reliably navigates these waters. Cover these 13 items and clients will be well prepared to sail into their next phase of life.

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