Steve Williamson, CFP Emeritus, was a founding partner of Mannen, Williamson, Rohr & Swartzwelder, a financial advisory practice of Ameriprise Financial based in Midlothian, Virginia. He teaches a class on personal finance at Virginia Commonwealth University.
You wouldn’t think that experts who spent their careers helping others plan their retirements could be surprised when it comes to their own retirements—but they...