5 things your personalized retirement plan needs to address

​In today’s turnkey world, there are myriad applications and app-based options online that purport to make it convenient and easy to manage your financial matters. Likewise, there are many of what I call “snake oil salesmen” who will happily create a financial plan for you in exchange for some of your hard-earned money. The problem is that neither of these options can really help you effectively plan for retirement. Sure, the former claim to make planning something you can easily accomplish and the latter often retrofit your objectives into a one-size-fits-all “canned” plan that’s sold to every client.

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