Personal Financial Planning

Financial advisers’ exclusive focus on the quantitative value of retirees’ capital neglect the consideration of socioeconomic factors in the retirement planning process

Financial advisers’ exclusive focus on the quantitative value of retirees’ capital neglect the consideration of socioeconomic factors in the retirement planning process

Francois Riekert, financial adviser, EQ.FIN (a Liberty subsidiary)Retirement planning is a complex process that requires careful consideration of various factors.  A recent study to determine the variables that shape the retirement landscape for retirees concluded...