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Horsesmouth Essential: Boomers have very different ideas from their parents about how they want to live their retirement, and understanding these differences—and the financial realities that come with them—is paramount to helping them prepare effectively.
It's more important than ever for boomers to plan for a second career that matches their skills and lifestyle.
Studies say women facing retirement have smaller defined-contribution plan balances and meet with advisors less frequently.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024