James Breech and cougar global integrate financial planning and investment management to meet clients' goals
Reg Jackson says his clients were looking for a lower-cost alternative to mutual funds
The assumption that a retired client should withdraw 4% from his or her portfolio annually is losing credibility among advisors and economists
There are many errors that clients make while planning for their retirement. Many are related to their finances - including poor cash-flow planning and taking on too much debt - and stem from not being prepared emotionally for this phase