A robust 90% of advisors surveyed said that retirement income planning is part of their practice and 69% say they frequently encounter clients needing assistance with retirement planning. Considering the graying of the baby boomers and the fact that, on average, 38% of clients plan to retire within the next 10 years, retirement income solutions are only going to grow in importance in the coming years.
Lillian is your typical soccer mom. When she is not driving her children to any number of extracurricular activities, she and her husband work side by side at his dental practice.
Affluent individuals who are still in the work force say they are more likely to explore estate planning than a host of other financial products and services as they approach retirement age.
High Net Worth Advisor Insights Newsletter April 2008
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How the Wealthy Invest Now
From the Get Rich at the Millionaire Corner Podcast series.
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Wealth Facts...Not Guesses
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Most Popular Report
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How the Wealthy Invest Now
From the Get Rich at the Millionaire Corner Podcast series.
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Wealth Facts...Not Guesses
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