
Case Study: Failing in Retirement
🌹J E Y J E Y 🌹
17 min
Business & Finance
Описание
<p>Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, to take a closer look at a couple who realized that it is possible to fail at retirement. Justin and K.C. highlight some of the mistakes and pitfalls retirees make that could derail their financial security in their golden years. </p><p>Read the article: https://www.henssler.com/failure-to-plan-could-result-in-a-failure-in-retirement</p>
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Case Study: Failing in Retirement
🌹J E Y J E Y 🌹