Aging, Health, and the Dynamic Nature of Financial Wellness

Financial wellness is a process, not a static state. Planners need to be ready to help clients through varying states of wellness throughout their lives
By
Chris Heye, Ph.D.

Journal of Financial Planning: May 2024

 

Chris Heye, Ph.D., is founder and CEO of Whealthcare Planning and Whealthcare Solutions.

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Journal: May 2024

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