The Great Unretirement: Why Prepared Clients Are Going Back to Work The Great Unretirement: Why Prepared Clients Are Going Back to Work Ask any advisor what keeps a retiree up at night, and the answer is usually financial: market volatility, healthcare costs, running...
Your Clients Aren’t Telling You This About Their Retirement… Your Clients Aren’t Telling You This About Their Retirement… It’s 10:30 on a Tuesday morning. Your client just rolled the trash cans to the curb. For decades, he had somewhere to be....
Every Financial Advisor NEEDS to Make This Shift Every Financial Advisor NEEDS to Make This Shift Nearly 40% of pre-retirees worry about losing purpose once they leave work, and retirees who do feel purposeful report better health, less depression, and a smoother...
Your Clients Are Retiring Into Loneliness Your Clients Are Retiring Into Loneliness When most advisors think about retirement risks, the first things that come to mind are market volatility, inflation, or rising healthcare costs. Those are real and worth preparing...
Preparing Clients for the Life After Retirement Preparing Clients for the Life After Retirement Financial advisors are often well-equipped to guide clients through the technical side of retirement. They calculate withdrawal strategies, review pension options, and...
What Your Clients Really Need in Retirement What Your Clients Really Need in Retirement Ask most people what they think retirement looks like, and you’ll hear things like: “finally golfing more,” “relaxing at the lake,” or “doing whatever I want, whenever I want.” And...
