Read each multiple-choice question and select the best answer.
Legacy assets (what gets left behind)
Asset allocation
Potential long-term care events
Who a client plans to name as their executor.
What is a client’s purpose in retirement?
How a client defines success in retirement.
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.