Reboot, Rewire or Retire? Personal Experiences with Phased Retirement and Managing a Life Portfolio Reviewed by Momizat on . In addition to healthy financial portfolios, clients can benefit from "life portfolios" that can promote well-being and provide purpose in retirement. Life port In addition to healthy financial portfolios, clients can benefit from "life portfolios" that can promote well-being and provide purpose in retirement. Life port Rating: 0
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Reboot, Rewire or Retire? Personal Experiences with Phased Retirement and Managing a Life Portfolio

In addition to healthy financial portfolios, clients can benefit from “life portfolios” that can promote well-being and provide purpose in retirement. Life portfolios should address factors such as where retirees will live, their health needs, and the people who can give them support and companionship. Use The Adviser’s Guide to Retirement and Elder Planning: Practical Retirement Planning to explore more planning strategies for those approaching or in retirement.

To read the full article in Nerd’s Eye View, click: Reboot, Rewire or Retire? Personal Experiences with Phased Retirement and Managing A Life Portfolio.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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