Read each multiple-choice question and select the best answer.
Legacy assets (what gets left behind)
Potential long-term care events
Asset allocation
Don’t involve other advisors in decisions, it just complicates decisions.
The emotional side is not our problem. Leave that to psychologists.
Help families put in place a password keeper so they will have access to all accounts and subscriptions.
What is a client’s purpose in retirement?
How a client defines success in retirement.
Who a client plans to name as their executor.