Helping Hesitant Clients Boost Their Retirement Spending
Nerd's Eye View
NOVEMBER 8, 2023
For instance, after a lifetime of 'maximizing' their finances (likely seeing their net worth increase steadily over time), some clients might find it difficult to see their portfolio balances decline in retirement as they draw down their assets to support their lifestyles. On the behavioral side, clients could 'practice' retirement (e.g.,
Let's personalize your content