Illinois CPA Society INSIGHT publication Fall 2024: 3 Investing Strategies for the ‘Peak 65 Zone’

In this column, Mark J. Gilbert CPA/PFS, President of Reason Financial writes,  A growing segment of the population will be turning 65 this year, forcing financial advisors to rethink their clients’ retirement investment strategies-here are three to consider here.

Gilbert has regularly written for the Illinois CPA Society INSIGHT publication since 2010 in the interest of assisting fellow CPAs with an interest in personal financial planning.

Gilbert and Reason Financial Advisors, LLC provide comprehensive financial planning services, including discretionary portfolio management, to middle market and high net worth clients from offices in Naperville and Northfield.