In the News

Title

Wealth Adviser Daily Briefing: ‘Don’t Plan Beyond Age 73. I May Not Live That Long’

Document Type

Article

Publication Date

4-2-2015

Abstract

When a client told financial adviser Marguerita Cheng not to plan beyond age 73, the Rockville, Md.-based adviser had to come up with a strategy to convince the client otherwise, she tells Wealth Adviser at WSJ.com. The client was a healthy widow in her early 60s.