วันจันทร์ที่ 20 มิถุนายน พ.ศ. 2554

Making the distinction between needs and wants

W. Scott Dixon, executive VP and financial advisor channel manager of SunTrust Investment Services, and Mark Davis, senior VP of Retirement Solutions at the Wealth Solutions Group at SunTrust Wealth & Investment Management help hundreds of advisors keep clients from losing sleep while planning for their later years. On average, retirees might depend on their investments for 20 or more years after the traditional retirement age of 65. And Dixon and Davis advise a slow, steady and rational way of helping clients invest a sufficient amount to meet their post-retirement financial needs.

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