Help your clients, men and women alike, understand that the decisions they make early in retirement about Social Security can have a major impact on the benefits they or their spouse will receive for many years to come.
Some things in life are unavoidably uncertain – including our life expectancy. If you don’t know how long a client’s retirement will be, how can you help ensure their retirement income stream will last?
Help your clients recognize the silver lining of market volatility: The opportunity to invest more at a lower price and reap the potential rewards in retirement.
Help clients gain perspective by “time traveling” through the evolution of saving for and spending in retirement.
Taking tax-management to the next level for select tax-sensitive clients can help to improve after-tax wealth outcomes for those clients, and help differentiate your business.
Leverage the latest Investor newsletter to help clients look past dubious market patterns and instead stick to their long-term investment plan.
The Fed’s decision to raise interest rates may be overall positive for investors looking to retire.