Financial planning in your 60s is often considered by advisors to be the most important stage of your planning for your retirement.  But many are confused by contradicting pieces of advice from various different sources. In this episode, David Pulcini speaks with Alex Neri, CFP®, RICP®, partner at SixPoint Financial Partners, about six pieces of … Continue reading 23. 6 Things We Tell People in Their 60’s with Alex Neri →