Chapter 19

A Holistic View of Retirement Planning

Introduction

Retirement is typically a very vibrant and meaningful time in life for many Americans, but the information discussed so far in this book is just a collection of data until you begin to organize it into a useful plan. If the proper plan is in place, and being monitored, then retirees stand a much greater chance of enjoying the retirement of their dreams. It is important to understand what tools will be available to most employees and what special awareness needs to be applied to planning for female clients.

Sometimes the best way to understand how an item works is to take it apart and understand what could make it not work. Likewise, it is also very important to understand what could ...

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