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Nice retirement recommendation entails serving to shoppers acknowledge, reply to, stay with and in the end thrive within the face of the massive planning unknowns.
As famous by Jamie Hopkins, the monetary planning skilled and CEO of Bryn Mawr Capital Administration, the problem of serving to shoppers enter and navigate retirement is an order of magnitude extra advanced than serving to them save and make investments for it, and it calls for one of the best that advisors can carry to the desk.
Getting the retirement recipe proper will deepen shopper relationships in a approach that advantages each the shopper and the advisor, Hopkins mentioned. However, fumbling the transition from work to retirement can undo a lifetime of excellent monetary choices and diligent financial savings.
Hopkins supplied this angle throughout a current webcast placed on by Mutual of Omaha Mortgage, throughout which he reviewed a few of the newest analysis on retirement earnings and supplied added insights from his personal apply and expertise. One key precept Hopkins put ahead is that retirement by its very nature at all times entails a major diploma of uncertainty — and that that’s OK.
See the gallery for a abstract of the important thing insights shared by Hopkins through the presentation.
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