Helping Advisors prepare their clients for retirement since 1986.
I have interacted with advisors who are experiencing success, I have noticed one key difference in their approach: they put their clients in the driver’s seat. Allow the client to drive the solutions you provide them for success.
“We’re thinking we’ll create our own software,” a prospective client told me recently. I sighed, partly because I might lose a sale, but more so because I am well aware of the difficulties of developing your own software.
The IRS released the 2020 contribution limits on November 6. Thank you for your efforts and time spent bettering the retirement outcomes of your clients! As you begin planning for the new year we wish you the best in the various markets you serve.
The bucket strategy provides an opportunity to capitalize on longer-term market growth throughout retirement while securing financial stability for the immediate future.
The bucket strategy is growing in popularity as Americans seek ways to ensure their hard-earned money will last throughout the entirety of their retirement years. The bucket strategy explores how advisors should approach the strategy to generate more business.
The bucket strategy provides an opportunity to capitalize on longer-term market growth in the earlier years of retirement while easing the fear of risk and the tendency to overreact to market fluctuations.
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