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Financial Planner

Category - General Principles of Financial Planning

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At what stage should the financial planner assist most in organizing and maintaining retirement income?

Nesting Years
Prime Time Years
Wealth Accumulation Years
Reinvention Years

Explanation

Answer: D - During the Starting-Out, Nesting, Prime Time, and Wealth Accumulation years, you should assist the client with building a retirement portfolio so he or she has enough retirement income during the Reinvention Years. In that final stage, the client may need assistance in maintaining retirement income.

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Financial Planner

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Financial Planner

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