Kiplinger Retirement Report – A recent Kiplinger’s Retirement Report article featured life planning , following the story of a couple whose financial adviser “instead of just reviewing their investments and budget, asked more wide-ranging questions about the couple’s values and beliefs, and whether their financial goals reflected them.” Credit: Mary Kane – https://www.kiplinger.com/article/retirement/t023-c000-s004-retirees-build-a-financial-plan-based-on-you.html?utm_source=hootsuite&utm_medium=facebook&utm_term=the%20kinder%20institute%20of%20life%20planning&utm_content=24820ee7-53fd-4d0b-9f11-9af698f46388&utm_campaign=Standard
George Kinder’s Holistic Path to True Wealth – Advisor 3.0
November 19, 2024
