Retirement Planning

Category Archives

Retirement Planning is About More than Saving

Saving money for the future is one of the cornerstones of smart financial strategy, but when it comes to retirement planning, it may not be enough for your clients. Many people simply aren’t saving, and those that are may not have enough to secure the type of retirement they desire.


Business Succession Planning Can Influence Employee Morale

The importance of succession planning for your clients could go well beyond its impact on family matters. New data points to business succession planning being a significant factor for employee engagement and retention.


Women More Confident Regarding Retirement, But Face Greater Risks

A recent survey highlighted what may be a disconnect between expectation and strategy as it relates to client retirement planning. According to a report, 51% of women said they were looking forward to retirement, a considerably higher amount than 41% of men.


Retirement Planning Myths You Should Dispel Immediately

While your clients turn to you for financial advice, that doesn’t mean they aren’t seeking out information on their own, whether that’s from blogs, news reports or their peers. Though seeking to understand as much as possible about their finances in general and retirement specifically is admirable, there is plenty of misinformation available. Here are some of the myths your clients may have heard that you should dispel quickly:


Creating a Financial Plan with Baby Boomers

The U.S. is currently faced with the largest generation in its history to reach retirement. And while the baby boomers broke records due to the massive population spike, that doesn’t mean the should reinvent the age to retire.


What Do Women Need When it Comes to their Finances? [Infographic]

According to a recent study, more than 85 percent of women are the chief purchasing officer or financial decision maker in their household.


Is 70 the New 65?

When you’re making financial plans with your clients, the traditional age to plan on retiring is 65.


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