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Financial Retirement Planning

    23 Crucial Years & 10 Birthdays That Impact Retirement Income
    Business Development

    23 Crucial Years & 10 Birthdays That Impact Retirement Income

    written by Sheryl Theisen

    Age and money are taboo topics when it comes to retirement planning.

    Talking about money is quite often an emotional trigger. As a financial professional, you have to find that point in the retirement planning conversation that pokes at these concerns. But you need to do it in a way that doesn’t cause your client to shut down.

    And don’t ask someone’s age since we all know the aging process can’t be slowed or stopped. As a financial professional, you can help clients recognize that time is crucial to drilling down their financial planning details. You want them to feel secure with the inevitable.

    Continue Reading
    23 Crucial Years & 10 Birthdays That Impact Retirement Income was last modified: June 7th, 2022 by Sheryl Theisen
    May 31, 2022
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