A client comes to you who needs help developing a plan for retirement and doesnt have a
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Question:
A client comes to you who needs help developing a plan for retirement and doesn’t have a current budget and hasn’t tracked expenses before. What would you tell your client he should do in order to get ready for your next meeting and how these action items are relevant to retirement planning?
Related Book For
Financial Management for Decision Makers
ISBN: 978-0138011604
2nd Canadian edition
Authors: Peter Atrill, Paul Hurley
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