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Difference between Financial Planning and Retirement Planning

by Chris Cooper, Financial Planning Expert
February 09, 2018

Question: Is financial planning different from retirement planning? 

Answer: Retirement planning is a part of comprehensive financial .  Retirement planning should NEVER be done in a vacuum, but in the complete, comprehensive overview of your financial situation, including reviewing insurance, estate planning documents, income and estate taxes and income tax returns (as successful retirement means watching your tax bracket!), real estate holdings, retirement plans, debts, business agreements, collectables, and other assets and liabilities unique to your financial situation.

Chris Cooper is the owner and founder of Chris Cooper & Company, Inc., a fee-only financial planning firm for elderly persons and the owner and founder of ElderCare Advocates, Inc. a private geriatric care management and long term care consulting firm. As a California Licensed Professional Fiduciary, Chris can serve as  Conservator of the Person and Estate under court appointment,  as Agent under a Durable Power of Attorney for Financial matters and Health Care matters.

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