Giving Retirement Clients Facts And Reasons For Hope
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I thought it was good. I was glad he touched on adjusting the spreadsheet for lower interest rates as historical bond returns are not particularly relevant now.
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Good stuff. I need to get better at Excel!
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Only criticism, it that there was no disclaimer that the assumption is that financial history will repeat itself. Makes no sense to me as a current adviser, but former scientist.
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very informative and applicable
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