Many of the challenges facing couples looking at “split retirement,” though not strictly financial, are just as vital for the ongoing health of the relationship. Kimberly Foss, in this Rethinking 65 article, discusses that as a trusted counselor, you owe it to yourself and your clients to make sure they’re giving adequate consideration to the “emotional software” that will run their retirement lifestyle.
The NextGen Boom: Are You Ready?
How exactly should advisors serve the NextGen population? What misconceptions, outmoded habits, and legacy practices may be hampering your ability to connect with these younger