With more and more Baby Boomers living longer and the senior population increasing faster than younger generations, we are entering the age of longevity. It's crucial that advisors help clients plan for this new chapter, said Louise Schroeder, a financial advisor and owner of Personal Financial Solutions, Inc.
Schroeder spoke about how advisors fit into the age of longevity in the Tuesday morning session, Helping Clients Plan for Aging Successfully: What's it All About?, at the FPA's annual conference in San Antonio, Texas.
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