Most clients dream of cruising off into the sunset in retirement, but the journey is rarely that easy and carefree.
The dawn of the new year offers clients an opportunity to rethink and regroup, and to deal with some of those life and financial matters they’ve been avoiding.
When it comes to retirement, many clients fear running out of cash while they still have plenty of living to do.
If aging is the only way to live a long life, as one adage puts it, then clients need to think about the financial, physical and mental changes they will face in retirement.
Not one of your clients probably aims to live a pinched and circumscribed existence in retirement, but sometimes life gets in the way.
The World Economic Forum recently published a discussion paper titled, “We’ll Live to 100. How Can We Afford It?” It makes the case that, with lifespans increasing and fewer companies providing pension plans, many people may face a retirement savings gap. Here are a few ways your clients can make sure the math works for […]
To many clients, retirement may seem a distant dream. Yet as the date looms, they often feel anxious and edgy about these life changes. Are they financially prepared? What will they do with themselves? Here are a few key reminders to share with clients headed into the home stretch, say six to 24 months before […]
This month’s Global View offers observations on how clients can stretch the money they already have to get the retirement they want.
Indeed, the world of investing can be intimidating. But clients who opt for a thoughtful, steady approach will be best-positioned for long-term success.
Investing for retirement requires commitment and adherence to a plan over time.