Bill McCarthy is a Financial Adviser with Merrill Lynch. Bill joined Merrill Lynch in 2007 and is currently associated with the Claffey & McAuley Team at Merrill Lynch.
Bill is an honors graduate of Cornell University with a degree in Applied Economics and Management.
Key factors to focus on in retirement, obviously, the priorities that I listed earlier of finance, home, health, work, family, giving, and leisure. Understanding what are your priorities. Connecting all of those, understanding the full financial picture of what a client has or what an investor has...(Full transcript available to logged in subscribers.).
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