Financial Planning
Financial planning refers to a process whereby a financial professional partners with individuals, families and/or businesses to help them accomplish their stated financial goals and objectives. Financial planning typically involves addressing several key financial areas such as income planning, debt management and reduction, investment planning and management, tax planning, estate planning, long-term care expenses, and retirement income planning and asset decumulation.
How to Determine a Sustainable Level of Retirement Spending
What is the probability that a given level of spending is realistic or “sustainable” throughout one’s retirement?
Stated differently, what is the likelihood that a given level of retirement spending is fraught with...
Rethinking Retirement Planning
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Annuities Account for 61% of Bank Brokerage Revenue
NAPFA Provides Consumers with Quality Control while Maintaining Flexibility for Financial Advisors
NAPFA is the National Association of Personal Financial Advisors.
NAPFA membership consists of financial advisors who provide comprehensive financial planning services on a...