Everyone knows that a sound retirement strategy is one of the pillars of a good financial plan, yet all too often clients can be reluctant to discuss the details. Whether it's fear of no longer having the structure and prestige of a career, uncertainty about their goals - financial and otherwise - or worry over not having saved enough, they avoid the candid talk that retirement planning demands.
As planners, we want to get them talking - and thinking seriously - about retirement. Here are some strategies for reframing the conversation.
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