Our ‘golden years’ are about saving enough money — but having choice, autonomy and agency matter even more
“It’s enabling them to become more self-aware,” said Thomas West, an adviser at Signature Estate & Investment Advisors in Tysons, Va. Advisers who inquire about clients’ aspirations and expectations as they age can tailor advice to fit their needs. Perhaps the best question to get started is the simplest: What’s most important to you? Read the full article on MarketWatch
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