09-02-2015 22:00 via

STEVEN VAN METRE: Five-year plan needed to 'fine tune' retirement

My boomer financial clients are used to me beating the drum to save money for retirement. They now are hearing me say they must develop a five-year plan.

No, this does not replace the need to be lifelong savers and investors. Rather, it is a plan that focuses on the five years approaching a desired retirement date.
Read more »