David Kramer, owner of Retirement Wealth & Tax Advisors in Pleasant Hill, Calif., was reviewing a client's balance sheets during a routine update meeting when they both realized something: The client had accumulated a net worth of about $4 million, so he and his wife didn't need to continue building wealth for the lifestyle they wanted. The couple could stop working and retire comfortably for the rest of their lives, if they wished. They had reached the client's paradise - and a financial planner's, for that matter.
Except it didn't last. Shortly after, the husband rejected retirement and decided to change careers.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access