The author of the recently published book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, discusses the challenges of retirement planning from both an advisor’s and client’s perspective.
Open, honest and candid discussions about the latest news in the RPA industry.
When children will never be in the equation, advisors solve for different variables.
The insurance company may be allowed to alter the deal during the contracted term.
Wealthier people are most likely to outlive mortality averages; advisors have a special obligation to focus on longevity risk with their clients.
Make no mistake, a plan to raise the retirement age is a plan to cut benefits.
Creating financial plans isn’t easy. And while financial planning rules of thumb are obviously imperfect, they’re better than nothing.
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Feb 07, 2023
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