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Traditional guidelines for how much money you need to have saved for retirement are now obsolete, argues Wharton finance professor Richard Marston in his new book.
A recent paper by the director of Wharton's Pension Research Council finds many disturbing risks to overall retirement stability that require concentrated action to overcome.
For clients and prospects in or nearing retirement, there is no question that's more important, and knowing how to answer it will give you the edge over the competition with this demographic.
Horsesmouth Essential: Determining your clients’ retirement readiness can be complicated, given their longevity risk and how the markets and inflation will perform in the future. Here’s a simple calculator and flowchart that can help you and your clients decide when the timing is right.
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