Your Client is Not Just Another Number

October 3, 2014

By Ed McCarthy, CFP

At times it seems like the main focus of retirement planning is on numbers. Consider the frequent surveys that evaluate retirees’ or near-retirees’ readiness—the results usually evaluate how much money the survey’s participants have saved versus their expenses.

Sock away enough dough or cut your expenses sufficiently and you’re in good shape to pursue your retirement dreams; fail to save enough and you better brush up your barista or shelf-stocking skills.

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