<p>Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.</p>

Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.

The one-question method that helps clients plan for retirement

Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.

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The one-question method that helps clients plan for retirement

The one-question method that helps clients plan for retirement

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