Maximizing Retirement Success: Beyond Assets and Liabilities
By Chia-Li Chien, PhD, CFP®, PMP®, CPBC Many years ago, I was working with a client who we’d categorize as house-rich but cash-poor when planning for retirement. In a nutshell, they did not have enough to sustain their current lifestyle into retirement. Back then, advisors like me probably jumped right into potential retirement strategies. However, …