From a fiduciary viewpoint, meeting the financial planning challenges of the future – Tate comments on Journal of Accountancy Article

Click the following link to a pdf with my comments on a Journal of Accountancy article: Meeting the financial planning challenges of the future. My comments are from a fiduciary viewpoint in response to article discussions about robo-advisers, use of long-term cash projections, and spotting and planning for dementia.  This is a good article, although short in length, and it does not purport to cover these issues entirely. In any event, every situation is different. Click on the following link: Tate comments J of A article meeting the financial planning challenges of the future

Dave Tate, Esq. and licensed CPA (inactive) California
Blogs: http://californiaestatetrust.com and http://directorofficernews.com

Advertisements