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Working with a retirement planner to serve (or save) your clients in the 21st century.

Publication: The National Public Accountant
Publication Date: 01-NOV-03 		Format: Online
Delivery: Immediate Online Access

Article Excerpt
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Why are an increasing number of accounting professionals showing interest in becoming more involved in the financial planning and direct management of their clients' assets? Is it because many people are living longer? As more and more people live to a ripe old age, many Baby Boomers need high-quality retirement planning advice. Often, they seek this advice from a "comprehensive financial service-resource." I believe that many people want that resource to be their trusted tax advisor--or a firm that is referred to them through that tax advisor.

The latest statistics tell us that a 65-year-old couple has a 50 percent chance that one of them will live to age 93, and a 16 percent chance that one of them...

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