Why Longevity Planning Also Matters for Younger Clients

You might think that longevity planning would be the last thing on younger clients’ minds, but it could be what separates you from other planners
By
Chris Heye, Ph.D.

Journal of Financial Planning: August 2023

 

Chris Heye, Ph.D., is founder and CEO of Whealthcare Planning (https://whealthcareplan.com) and Whealthcare Solutions.

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Journal: August 2023

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