The Trouble With Goals-Based Planning
Mar 20, 2017
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By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
How much do you think you will change in a decade? Research shows it is probably a lot more than you would guess. The same goes for your clients, so how do you build these unpredictable shifts into their retirement planning? Check out this somewhat contrarian view on goals-based planning.