Advisers Are Doing The Math

  • April 21, 2016

Numbers, numbers, numbers!  When planning for clients’ retirement, Financial Advisers crunch a bunch of them.  It is a complicated effort that includes simulations for many scenarios.  Now the majority of planners are including housing wealth in the numbers.  That’s a real plus for their clients and for the assets they manage for them.  See a very intelligent discussion of the math here.