According to the Employee Benefit Research Institute Retirement Confidence Survey for 2014, some 49% of Americans “find themselves retiring unexpectedly.” The reasons for such outcomes include health problems, disability, downsizing and spousal-care demands.
How do financial planners best help clients in this situation refashion retirement-income projections and plans?
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access