Approaching Retirement With Clients


Catch them early! A new study suggests that a quarter of Americans over the age of fifty never expect to retire. That is why it is important to help younger clients create a retire plan early on. Here are the main questions to ask:
1.) What age do you plan to retire?
2.) How do you want to spend your retirement? Will you be traveling or staying at home relaxing?
3.) How much money do you want to have saved by the time you retire?
When they have the time and resources, younger clients can save up a significant amount of money for retirement. Help them design a plan that works for them!