Referral-Worthy Relationships: Nurturing a Long-Term Mindset Throughout Client Life Stages
Managing Your Practice
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The Differences Generationally Between Clients and Clients
I am seeing a noticeably higher and this is pretty anecdotal, but a higher amount of anxiety of the 80 years old and older group. In general, though, I think if you are working and markets are down, you can generally view this is okay. There's some nice tax planning stuff that you can do. If you're in your first year or two of retirement, you got a bad hand dealt to you. And that's and that is unfortunate.
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