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