Asset Management Approaches for Retirement Income Don’t Work for the Middle Market
Betty Meredith, CFA, CFP®, CRC®, Director of Education, and Research, InFRE By Betty Meredith, CFA, CFP®, CRC®Director of Education and Research, InFRE The financial planning industry is not ready to help the middle market make informed retirement decisions when they need it most. In my April, 2013 article in the Journal of Financial Planning (Still MIA: …