Helping Retirees Survive the Bear Market: 8 Tips for Maintaining Quality of Life

RELATED CONTENT

Helping the Recently Retired Make the Transition

When clients face a 20- to 30-year retirement window, more than just their finances enter the planning picture. You can play an important and meaningful role in helping them transition to this new phase of life, one that's good for your clients, good for your business, and good for society. Here's what to do.

The Best Nonfinancial Advice You Can Offer Pre-Retirees

The problem with "classic retirement" is that it's often unsatisfying. People want meaning and fulfillment even after they retire. You can be exceptionally helpful to your clients when you engage them about these 10 topics that will shape their happiness in the emerging world of the "new retirement."

16 Lifestyle Questions to Ask Retiring Clients

Horsesmouth Essential: Discussing nonfinancial issues with clients approaching retirement shows you understand the big picture. That enhances your credibility, deepens clients’ trust, and strengthens their loyalty. Use these questions to guide your conversations.