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Advisors Are Looking for Retirement Income Solutions Print E-mail
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Retirement Planning - Articles

picture.jpgA 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.

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Maintaining Wealth: A Simpler Life May Be THE Answer To A Comfortable Retirement Print E-mail
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Retirement Planning - Articles
simplyretired.jpg.jpgLillian 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.
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Wealthy Express Interest in Estate Planning Print E-mail
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estateplanningpiggy.jpgAffluent 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.

 

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Comfortable Retirement Top Financial Issue Print E-mail
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Affluent individuals are more concerned about ensuring a comfortable standard of living during retirement than they are about a number of other financial issues, including maintaining their current standard of living.

 

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Retirement Savings a Worry Even for Wealthy Print E-mail
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Retirement Planning - Articles
Just like everyone else, the nation’s wealthiest individuals worry about having enough money for their golden years.

 

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Wealth Facts...Not Guesses

spectrem_index_icon.jpgPulled from our monthly research, Spectrem's Affluent Investor Index® (SAII) and Spectrem Millionaire Investor Index® (SMII) gauge the investment outlook of households with more than$500,000 of investable assets and $1 million of financial assets.

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