Retiring Comfortably: The Conversation with Your Clients by Colleen Kelleher Sorrentino, Stacey Mankoff, 4/9/24
Planning for retirement is a journey that requires careful consideration and strategic decision-making. As your client prepares to retire, one of the first questions to ask is, “How much income do you need to retire comfortably?” This question is critical in setting the foundation for their retirement planning. Having a comprehensive retirement income plan that is regularly updated, accommodates changes in spending needs, inflation, market fluctuations and taxes is crucial for peace of mind in retirement….