Overview
With longer life spans, increasing health care costs and the diminishing role of traditional pensions, it’s more important now than ever to start client retirement planning conversations early.
The Home Stretch helps identify decisions, potential hurdles and strategies for success investors can use as they enter the final decade of their career and prepare to cross the retirement finish line.
Retirement Checklist
The Home Stretch introduces seven things investors should do before they retire:
- Determine when the time is right
- Take aim at their retirement target
- Maximize their nest egg
- Get a portfolio checkup
- Create a Social Security strategy
- Build a retirement income stream
- Look beyond the money
