Sentences with phrase «clients nearing retirement»
As clients near retirement after a nine - year bull run, looking to rebalance an equity - heavy portfolio could be stymied by...
http://www.wealthmanagement.com/ Not exact matches
While incomes vary, and 401 (k) s aren't the only source of retirement income, financial advisors are on the hot seat with many clients who don't have near $ 1 million in their retirement savings.
Most of my clients are at or near retirement and can not afford another 2008.
Advisors increasingly are encountering clients who are dissolving their marriages in or near retirement.
Burlacoff says if client tells him they will be in the first marginal tax bracket for the majority of their career and near retirement, there is a strong argument to be made for saving first in the TFSA and then the RRSP.
Most of my clients are at or near retirement and can not afford another 2008.
In other words, a client can set aside a portion of retirement savings today to buy a guaranteed retirement income in the near future.
Findings suggest that short deferral period annuities can reduce the cost of funding retirement, provide longevity protection, and offer behavioral benefits to clients concerned about near - retirement market performance.
Financial planners creating a retirement income strategy can reduce the expected costs of funding a retirement income by allocating a portion of their client's investments to a DIA, particularly if the retiree is worried about investment risk in the near term or running out of money later in life.
Also realistic are practices where the older lawyer nearing retirement has transferable client relationships.
Many of our clients who are nearing retirement have to reassess and many may have to continue working to survive.
My client are a leading Food Manufacturer based near Preston, they are looking for a Maintenance Engineer to join their department due to an upcoming retirement.
Simon will receive an award from the Retirement Income Industry Association, a trade group of financial service and annuity providers, for a paper she wrote for the journal on how better to cater to the specific needs of clients in or near retirement.