PRACTICE PROFILE: Global Perspective for Financial Planners

All of this means that, for domestic planners, there is no set-it-and-forget-it rate of withdrawals in retirement, Moisand says. Advisors need to spend more time talking with their clients about spending habits and life expectancies. He finds retirees quite flexible in their spending habits, depending on how things are going in their own lives and in the economy.

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