The news was not good: Greg Plechner, a CFP in New Jersey, learned from an accountant earlier this year that a mutual client had only three months to live. Before this revelation, Plechner had known that the client, a doctor, had inoperable cancer, but he was unaware of the gravity of his situation because the client and his spouse had been guarded about the details.
All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.