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August 26, 2009, Cover Stories, Advisors/Planners/Reps
How to Walk Through Fire
Crossing the retirement "red zone" might be compared to a fire-walk. But here are three advisors who are guiding clients (and their portfolios) from age 55 to age 65 with barely even a hot-foot.
Since last fall's market crash, you hear a lot about advisors who are struggling to repair their clients' portfolios, their clients' confidence in them, or their clients' optimism about retiring on schedule. But not every advisor or client is singing the Wall Street blues.
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