Review Detail

Today was another great webinar put on by Craig using his proprietary software program, which is continually being improved to add more bells and whistles. I've found that the spreadsheet is useful to use with younger clients in order to help them visualize the importance of building some sort of nest egg before retirement, and the bigger the nest egg, the more convincing the spreadsheet is in terms of portfolio survival. I appreciate that Craig repeats many of the same mantras on a regular basis.