How Retirement Income Guardrails Can Ease Clients’ Worries
Effectively communicating withdrawal strategy improves client experience.
Kitces.com offers financial planning research and practice management tips to financial advisors. The site was founded by Michael Kitces, CFP, CLU, ChFC, and a host of other designations. In addition to running Kitces.com and its Nerd's Eye View blog, Kitces is head of planning strategy at Buckingham Wealth Partners and cofounder of the XY Planning Network.
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