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Finke: How to Design a Better Retirement Plan

Finke: How to Design a Better Retirement Plan

The American College of Financial Services
ThinkAdvisor
July 15, 2020

Retirement planning isn’t about using a fixed formula to tell clients how much they’ll need to save or how to invest—it’s about understanding each individual client’s wants and needs and tailoring an investment portfolio that will match their budget. And those budgets vary greatly depending on income levels.

WMCP® program director Michael Finke spoke in a recent PGIM-sponsored webcast about how to handle these concerns, along with the financial literacy of retirees, changing spending priorities, and more. Read the write-up from ThinkAdvisor.

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