Executive Vice President / Chief Financial Officer
Community & Lifestyle Perspectives — Conversations with Professionals and Community Leaders
Of all the questions we field from clients approaching retirement, few generate as much anxiety, or as much unsolicited advice from well-meaning friends and siblings, as this one. Everyone seems to have a rule of thumb. Take it early because you might not live to see the benefit of waiting.
One of the realities of working with individuals and families over many years is that important financial information is often spread among multiple professionals, institutions, and family members. While this arrangement may function perfectly well during a person’s lifetime, it can create challenges when significant financial, tax, legal, or family events occur.