Once you understand the healthcare costs your clients may face in retirement, as well as any other essential expenses, the next step is to map out an integrated retirement income plan. Watch this short video and learn more about tools you can use to help.
Many clients and potential clients are far from being on track in saving for retirement – but does that make a happy retirement impossible? Here are three quick strategies to help get your overspending clients reaching for their credit cards a little less frequently.
Good news: We’re all living longer. Bad news: Retirement is more complicated. Convincing clients on employers’ sponsored plans to work just a little bit longer can help get them an edge on saving. Here’s why.