Balancing the Need for Growth and Income in Retirement

Balancing the Need for Growth and Income in Retirement

Look up the word "retirement" in a dictionary and you may come across something like this: "a withdrawal from one’s position or occupation or from active working life."

Look up the word "retirement" in a dictionary and you may come across something like this: "a withdrawal from one’s position or occupation or from active working life." As you likely know from experiences with clients, however, retirement today often involves taking up a second career, working part-time or volunteering. Today’s retirees, in fact, are defining retirement in countless new ways. This shift requires that advisors pivot their approaches to incorporate clients' changing expectations for their retirement years. How can you help your clients build the right investment mix to see them safely through their whole lives?

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