Financial advisors and clients exchange many questions, especially when advisors are helping clients retire. These questions guide clients to find the best advisor for their needs and help advisors better serve their clients. Among the many general planning and retirement

The importance of retirement planning may seem like a no-brainer to most financial advisors. However, the very idea of retirement planning can be anxiety-inducing. In fact, many people are doubtful that they will ever be able to retire. A recent

The two biggest things to consider before retiring for a retiree are: 1. How much money they have 2. How much money they’ll need When a financial advisor is working on helping clients retire, getting into the specifics of these

Talking to a new client about their plans for retirement is the first step a financial advisor takes toward helping clients retire. This is a chance to learn the client’s long-term goals and current finances. Then it’s possible to chart

If you are a financial advisor, helping clients retire with financial security is likely a regular part of your work. But how do you evaluate their existing retirement plan to see how it stacks up with their needs and fulfill

For many financial advisors, helping clients retire comfortably is one of the most satisfying aspects of their job. They apply their unique expertise and knowledge to develop strategies to help clients to plan for their retirement and future. Clients expect

If you are a fiduciary financial advisor, then you have to have your clients’ best interests in mind. However, there is only so much you can do for a client’s 401(k) plan since you don’t have access to their account.

How many clients come to you, their financial advisor, and express concerns about retirement? Some fret over paying unexpected medical expenses. Others worry about having too much debt. Many simply worry, “Will I be able to save enough money?” Helping

The question of when to exit the working force has only become more complex over time. In addition to the COVID-19 pandemic draining the pockets of hopeful retirees, the resulting economic downturn and inflation have also made retirement seem unattainable

A significant part of helping clients retire is navigating your client’s many concerns and questions about exiting the working world. Although the prospect of retirement is often an exciting time, it can also be filled with uncertainty and worry. This