There are numerous articles and discussions currently taking place with reference to retirement planning. This, of course, is due to the fact that our age wave is rolling into the late 50’s and early 60’s where retirement is becoming more of a reality than that of a distant future objective. The impact of this reality brings with it a major element of reconstructing a fee-venue practice, new product design, and planning methodology of properly liquidating assets (or an estate), as opposed to the experience we have all been accustomed to - creating the estate/net worth.

May 2009

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