Vance Barse, AIF®
Wealth Strategist

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Posts tagged ThinkAdvisor
Vance in ThinkAdvisor: Advisors’ Advice: Top 11 Retirement Planning Questions Clients Ask

“Clients nearing or in retirement painfully remember 2008 and are aware that the U.S. hasn’t had a recession in over a decade. This is a fear-based question that crosses many people’s minds and is a great opportunity to revisit core planning principles to help put them at ease. When this question arises, I conduct a behavioral exercise during which we discuss: recession concerns, portfolio allocation, Social Security, health care costs [and] other income sources.”

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