Updated Sunday, July 5, 2015 as of 9:25 AM ET

Navigating the Emotional Minefield

Retirement planning used to be easy. Ten years ago it was a simple mathematical calculation that you could apply across the board to just about everyone. But today, with so many different visions, versions and variables impacting each client, retirement planning has become both a financial planning puzzle and an emotional minefield. To navigate this minefield you need to know both the client’s financial situation as well as their hopes, attitudes and expectations about retirement.

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