Your clients (and almost all Americans) strive for a safe and comfortable retirement. Unfortunately, not everyone reaches that goal. It can be hard for clients to know how much savings is enough for a comfortable retirement, and it’s one of the top challenges they face.
But retirement planning shouldn’t be a guessing game.
Originally published on www.tomhegna.com If you’re at all familiar with the first chapter of Paychecks and Playchecks: Retirement Solutions for Life, you know we’re experiencing a paradigm shift in retirement planning. The …
Updated September 16, 2024, at 4:11 PM Even when clients know what they want, it’s still pertinent to counsel them on the bigger picture. It deepens the conversation, increases trust and confidence, …