Dear Bev, How can I help clients get a better idea of what they want to do with their retirement? I don’t view retirement as a chance to play golf and travel, so I don’t want to assume that my clients are thinking this either. Sometimes I fear they do not know what retirement will look like to them and so planning for it, financially or otherwise, is challenging. It’s why I believe they need an advisor, but I want to be sure I am doing the best I can for them in these discussions. – Robert D. Dear Robert, YES! I am thrilled to read this question and read about your desire to truly help your clients understand what they want. I have spent a lot of my career in the retirement space, so this area is of particular interest to me. The pictures of the beach and the...
Published on September 04, 2014 13:19