Research
Wealth Adviser Daily Briefing: ‘Don’t Plan Beyond Age 73. I May Not Live That Long’
When a client told financial adviser Marguerita Cheng not to plan beyond age 73, the Rockville, Md.-based adviser had to come up with a strategy to convince the client otherwise, she tells Wealth Adviser at WSJ.com. The client was a healthy widow in her early 60s. Various members of the…
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Click here to read the full story: Wall Street Journal