Summary: The very nature of the word planning connotes preparing for a future. As planners, we evaluate current spending and saving, provide a variety of return assumptions based on past history, and confidently tell people how much they need to save so they can retire at a certain age. It sounds so pretty and straightforward. But is it the right thing for clients?
 Exploring technology, pursuing continuing education, volunteering and community involvement are all ways to stay fresh and create networks that can support a client if changes in the labor market affect them.”Carolyn McClanahan, Director of Financial Planning, Life Planning Partners.
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