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It is easy for clients dreaming of retirement to underrate the changes they will face, both financially and emotionally. With careful advance planning, you can help ease them into the big day. Use this simple checklist to build a knowledge base and create a retirement income plan so they will be ready for the next life stage.
For retirees who need cash or think they might, a reverse mortgage offers an easy way to equitize one of their biggest assets and extend the life of their retirement portfolio. Here's how they work and how to advise your clients.
Undersaved American retirees might think of heading to warmer climes, where expats with less than $2,000 a month can live in comfort and style in beachfront properties—all while speaking English and receiving affordable medical care.
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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