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Market volatility isn't the only factor likely to affect clients' financial security during their golden years. Help them evaluate the risks up front—so that they can minimize the impact once they've retired.
Most of your clients probably fantasize about living to a ripe old age—but not all of them are actually socking away enough money to sustain themselves into their 90s. Do you need to revisit clients' retirement plans?
By playing with the various risk/return inputs, Monte Carlo analysis can help you estimate how long a client's nest egg might last.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025