Updated Friday, October 31, 2014 as of 5:23 PM ET

No, Really: You Need Your Own Financial Planner

Ten years ago, planner Richard Kagawa couldn't get his wife to discuss their own retirement.

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Comments (2)
Great article on the importance of practicing what you preach. In addition to getting help on the financial planning side, advisors should also make sure they have figured out what they will do in the next part of their life and how they will actually exit their practice. Having a solid plan in place with make current clients feel more secure and will allow you and your spouse to retire to the life that you envisioned.
Posted by Tensie A | Tuesday, August 05 2014 at 9:26AM ET
I image that the majority of planners' collective income in later life comes from residual fees built up earlier years. Is this accurate? If so, does it negate the premise of this article? My advice would be work hard to build vested income from multiple stream as your best source of income in retirement.
Posted by Tony N | Tuesday, August 05 2014 at 12:09PM ET
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