Articles in the 4th Quarter - January 2019 Issue:
Some of the topics covered in this issue:
Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. People are failing retirement at an alarming rate because they aren’t prepared for the non-financial aspects. In this article you will learn tips for helping your clients have a happy retirement.
As we age there are life transitions, and complex health and financial issues that we must navigate. An often-overlooked area is advance care planning – or defining, communicating and documenting healthcare wishes. This articles describes how the Five Wishes tool can communicate personal, emotional and spiritual needs, along with medical and legal wishes, to your loved ones.
How you “tap” or liquidate retirement savings to generate income impacts portfolio longevity. Similarly, how you coordinate guaranteed income, Medicare and Social Security with the sequence you withdraw client savings impacts how long retirement savings lasts. Learn how to beat the “conventional wisdom” used to generate retirement income for your clients.
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Designed for: Advisors and Retirement Counselors
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