Why a Good Retirement Plan Isn’t Separate Pieces, But a Holistic Strategy
Effective retirement planning reaches beyond investments and the numbers related to various accounts a person owns. First, it’s about understanding the scope of one’s future financial needs and goals. And from that framework, it’s about putting all areas of the plan together so that they complement one another and function as an integrated whole.
Sometimes the financial world can seem segmented to clients, with professionals designated as experts in just one area of the plan — investments, insurance, taxes, estate planning, etc. But holistic financial planning includes and
