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Daily Archives: January 14, 2025

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More Than Money: The Emotional Journey of Retirement

Case Study, Family Finances, Featured, Nearing Retirement, RetirementBy Editorial TeamJanuary 14, 2025

Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to talk about how they frequently find themselves stepping into the role of a mediator or “marriage counselor” when helping couples navigate emotionally charged financial topics like retirement.

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