Treichel in Trust & Estates: Three Blind Spots in Modern Retirement Advice

“As financial advisors, we have many responsibilities far beyond providing financial advice. For years, though, we’ve focused on the financial aspects, Monte Carlo simulations and cash flow analysis. The required regulatory exams to become an advisor focus on numbers, tax strategies and laws. Even most of the education from Certified Financial Planner (CFP) programs to accredited estate planner programs to law school is about the books. Often, the headlines of industry success are measured by assets under administration (AUA), mergers and revenue growth.”