The quest for a comfortable retirement has never been more challenging. Individual investors and their financial advisors are seeking solutions that can help make the idea of a comfortable retirement a reality. Rethinking Retirement realities identifies the Discoveries, Misconceptions, and Opportunities outlined in our 2015 Survey Results.
A Client’s Perspective on Best Interest encompasses ten main principles that matter to clients when it comes to retirement planning. Based off a survey conducted with retirees and pre-retirees, this paper gauges what clients want and highlights their importance to other consumers and financial professionals.
An important lesson to realize is that loss overpowers gain. In order to “make up” for a loss, a higher return is necessary to make up for the lost funds. This consumer facing white paper highlights the importance of timing when it comes to protecting retirement.
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