{"id":50512,"date":"2016-12-03t05:00:14","date_gmt":"2016-12-03t10:00:14","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=50512"},"modified":"2016-12-16t07:31:16","modified_gmt":"2016-12-16t12:31:16","slug":"retirement-planning-counseling","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/","title":{"rendered":"how to counsel on retirement planning"},"content":{"rendered":"

\"man<\/a>got clients over 50? get them talking.
\n<\/i><\/strong><\/p>\n

by ed mendlowitz<\/i>
\n
the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n

this is a specific financial planning service that helps clients plan for their retirement. this involves calculating how much a client will have to retire on and how much he or she will need.<\/p>\n

more on marketing: <\/b>how to offer employment compensation assistance<\/a> | 9 questions to ask about divorce and taxes<\/a> | guiding clients in investment allocation and management<\/a> | how and why to offer estate planning<\/a> | why cpas are suited to financial planning<\/a> | how to suggest more services<\/a> | adopt a marketing mindset<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>
log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

this work can take place one to two years before the expected retirement, or 15 to 20 years earlier. it depends on the client. you may also find yourself doing some quick calculations for a client in his or her early 50s who is being offered early retirement. whatever the case, it is a matter of paramount importance to the client, and must be treated by the accountant as such.
\n
read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\"man<\/a>got clients over 50? get them talking.
\n<\/i><\/strong><\/p>\n

by ed mendlowitz<\/i>
\n
the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n

this is a specific financial planning service that helps clients plan for their retirement. this involves calculating how much a client will have to retire on and how much he or she will need.<\/p>\n

\n

more on marketing: <\/b>how to offer employment compensation assistance<\/a> | 9 questions to ask about divorce and taxes<\/a> | guiding clients in investment allocation and management<\/a> | how and why to offer estate planning<\/a> | why cpas are suited to financial planning<\/a> | how to suggest more services<\/a> | adopt a marketing mindset<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>
log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n

this work can take place one to two years before the expected retirement, or 15 to 20 years earlier. it depends on the client. you may also find yourself doing some quick calculations for a client in his or her early 50s who is being offered early retirement. whatever the case, it is a matter of paramount importance to the client, and must be treated by the accountant as such.
\n
read more →<\/a><\/p>\n","protected":false},"author":1341,"featured_media":42262,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2271,3120],"tags":[62],"class_list":["post-50512","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","category-pro-member-exclusive","tag-retirement","membership-content","access-restricted"],"acf":[],"yoast_head":"\nhow to counsel on retirement planning - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"how to counsel on retirement planning - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:published_time\" content=\"2016-12-03t10:00:14+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2016-12-16t12:31:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/mendlowitz1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"376\" \/>\n\t<meta property=\"og:image:height\" content=\"462\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"edward mendlowitz\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:site\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:label1\" content=\"written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"edward mendlowitz\" \/>\n\t<meta name=\"twitter:label2\" content=\"est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/\"},\"author\":{\"name\":\"edward mendlowitz\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8\"},\"headline\":\"how to counsel on retirement planning\",\"datepublished\":\"2016-12-03t10:00:14+00:00\",\"datemodified\":\"2016-12-16t12:31:16+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/\"},\"wordcount\":372,\"commentcount\":0,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/mendlowitz1.png\",\"keywords\":[\"retirement\"],\"articlesection\":[\"marketing & sales\",\"pro member exclusive\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/\",\"url\":\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/\",\"name\":\"how to counsel on retirement planning - 卡塔尔世界杯常规比赛时间\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/#website\"},\"primaryimageofpage\":{\"@id\":\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#primaryimage\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/mendlowitz1.png\",\"datepublished\":\"2016-12-03t10:00:14+00:00\",\"datemodified\":\"2016-12-16t12:31:16+00:00\",\"description\":\"actionable intelligence for tax, accounting, and financial professionals\",\"breadcrumb\":{\"@id\":\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#breadcrumb\"},\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"readaction\",\"target\":[\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/\"]}]},{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#primaryimage\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/mendlowitz1.png\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/mendlowitz1.png\",\"width\":376,\"height\":462},{\"@type\":\"breadcrumblist\",\"@id\":\"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#breadcrumb\",\"itemlistelement\":[{\"@type\":\"listitem\",\"position\":1,\"name\":\"home\",\"item\":\"\/\/www.g005e.com\/\"},{\"@type\":\"listitem\",\"position\":2,\"name\":\"marketing & sales\",\"item\":\"\/\/www.g005e.com\/category\/marketing\/\"},{\"@type\":\"listitem\",\"position\":3,\"name\":\"how to counsel on retirement planning\"}]},{\"@type\":\"website\",\"@id\":\"\/\/www.g005e.com\/#website\",\"url\":\"\/\/www.g005e.com\/\",\"name\":\"卡塔尔世界杯常规比赛时间\",\"description\":\"actionable intelligence for the tax, accounting and finance community\",\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"potentialaction\":[{\"@type\":\"searchaction\",\"target\":{\"@type\":\"entrypoint\",\"urltemplate\":\"\/\/www.g005e.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"propertyvaluespecification\",\"valuerequired\":true,\"valuename\":\"search_term_string\"}}],\"inlanguage\":\"en-us\"},{\"@type\":\"organization\",\"@id\":\"\/\/www.g005e.com\/#organization\",\"name\":\"卡塔尔世界杯常规比赛时间 research\",\"alternatename\":\"cpatrendlines\",\"url\":\"\/\/www.g005e.com\/\",\"logo\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"width\":1600,\"height\":350,\"caption\":\"卡塔尔世界杯常规比赛时间 research\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\"},\"sameas\":[\"https:\/\/www.facebook.com\/cpatrendlines\",\"https:\/\/x.com\/cpa_trendlines\",\"https:\/\/www.linkedin.com\/groups\/115382\/\",\"https:\/\/www.youtube.com\/cpatrendlines\"]},{\"@type\":\"person\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8\",\"name\":\"edward mendlowitz\",\"image\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png\",\"caption\":\"edward mendlowitz\"},\"description\":\"edward mendlowitz, cpa, abv, pfs, is a partner at withum, a forward-thinking, technology-driven advisory and accounting firm. ed has over 40 years of public accounting experience, is recognized as one of the top 100 most influential people in accounting by accounting today, and is the 卡塔尔世界杯常规比赛时间 \\\"practice doctor.\\\"\",\"url\":\"\/\/www.g005e.com\/author\/edward-mendlowitz\/\"}]}<\/script>\n<!-- \/ yoast seo plugin. -->","yoast_head_json":{"title":"how to counsel on retirement planning - 卡塔尔世界杯常规比赛时间","description":"actionable intelligence for tax, accounting, and financial professionals","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/","og_locale":"en_us","og_type":"article","og_title":"how to counsel on retirement planning - 卡塔尔世界杯常规比赛时间","og_description":"actionable intelligence for tax, accounting, and financial professionals","og_url":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/","og_site_name":"卡塔尔世界杯常规比赛时间","article_publisher":"https:\/\/www.facebook.com\/cpatrendlines","article_published_time":"2016-12-03t10:00:14+00:00","article_modified_time":"2016-12-16t12:31:16+00:00","og_image":[{"width":376,"height":462,"url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/mendlowitz1.png","type":"image\/png"}],"author":"edward mendlowitz","twitter_card":"summary_large_image","twitter_creator":"@cpa_trendlines","twitter_site":"@cpa_trendlines","twitter_misc":{"written by":"edward mendlowitz","est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"article","@id":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#article","ispartof":{"@id":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/"},"author":{"name":"edward mendlowitz","@id":"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8"},"headline":"how to counsel on retirement planning","datepublished":"2016-12-03t10:00:14+00:00","datemodified":"2016-12-16t12:31:16+00:00","mainentityofpage":{"@id":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/"},"wordcount":372,"commentcount":0,"publisher":{"@id":"\/\/www.g005e.com\/#organization"},"image":{"@id":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/mendlowitz1.png","keywords":["retirement"],"articlesection":["marketing & sales","pro member exclusive"],"inlanguage":"en-us","potentialaction":[{"@type":"commentaction","name":"comment","target":["\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#respond"]}]},{"@type":"webpage","@id":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/","url":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/","name":"how to counsel on retirement planning - 卡塔尔世界杯常规比赛时间","ispartof":{"@id":"\/\/www.g005e.com\/#website"},"primaryimageofpage":{"@id":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#primaryimage"},"image":{"@id":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/mendlowitz1.png","datepublished":"2016-12-03t10:00:14+00:00","datemodified":"2016-12-16t12:31:16+00:00","description":"actionable intelligence for tax, accounting, and financial professionals","breadcrumb":{"@id":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#breadcrumb"},"inlanguage":"en-us","potentialaction":[{"@type":"readaction","target":["\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/"]}]},{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#primaryimage","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/mendlowitz1.png","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/mendlowitz1.png","width":376,"height":462},{"@type":"breadcrumblist","@id":"\/\/www.g005e.com\/2016\/12\/03\/retirement-planning-counseling\/#breadcrumb","itemlistelement":[{"@type":"listitem","position":1,"name":"home","item":"\/\/www.g005e.com\/"},{"@type":"listitem","position":2,"name":"marketing & sales","item":"\/\/www.g005e.com\/category\/marketing\/"},{"@type":"listitem","position":3,"name":"how to counsel on retirement planning"}]},{"@type":"website","@id":"\/\/www.g005e.com\/#website","url":"\/\/www.g005e.com\/","name":"卡塔尔世界杯常规比赛时间","description":"actionable intelligence for the tax, accounting and finance community","publisher":{"@id":"\/\/www.g005e.com\/#organization"},"potentialaction":[{"@type":"searchaction","target":{"@type":"entrypoint","urltemplate":"\/\/www.g005e.com\/?s={search_term_string}"},"query-input":{"@type":"propertyvaluespecification","valuerequired":true,"valuename":"search_term_string"}}],"inlanguage":"en-us"},{"@type":"organization","@id":"\/\/www.g005e.com\/#organization","name":"卡塔尔世界杯常规比赛时间 research","alternatename":"cpatrendlines","url":"\/\/www.g005e.com\/","logo":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","width":1600,"height":350,"caption":"卡塔尔世界杯常规比赛时间 research"},"image":{"@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/"},"sameas":["https:\/\/www.facebook.com\/cpatrendlines","https:\/\/x.com\/cpa_trendlines","https:\/\/www.linkedin.com\/groups\/115382\/","https:\/\/www.youtube.com\/cpatrendlines"]},{"@type":"person","@id":"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8","name":"edward mendlowitz","image":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/person\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png","caption":"edward mendlowitz"},"description":"edward mendlowitz, cpa, abv, pfs, is a partner at withum, a forward-thinking, technology-driven advisory and accounting firm. ed has over 40 years of public accounting experience, is recognized as one of the top 100 most influential people in accounting by accounting today, and is the 卡塔尔世界杯常规比赛时间 \"practice doctor.\"","url":"\/\/www.g005e.com\/author\/edward-mendlowitz\/"}]}},"_links":{"self":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/50512","targethints":{"allow":["get"]}}],"collection":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/users\/1341"}],"replies":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/comments?post=50512"}],"version-history":[{"count":0,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/50512\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media\/42262"}],"wp:attachment":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media?parent=50512"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/categories?post=50512"},{"taxonomy":"post_tag","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/tags?post=50512"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}