Spending in retirement
It’s common for clients to think about how they’ll get income in retirement, particularly when meeting with an advisor. What might be harder to visualize, though, are spending needs. This article looks at how to estimate spending in retirement, using research and best practices. We look at possible medical expenses, changes in spending habits, and more. We call out opportunities to customize and highlight firm-specific benefits so you can showcase your value add to clients.
What’s included:
~ 1,000 word customizable article
~ High-res image (choose from a selection)
~ Customizable social post
It’s common for clients to think about how they’ll get income in retirement, particularly when meeting with an advisor. What might be harder to visualize, though, are spending needs. This article looks at how to estimate spending in retirement, using research and best practices. We look at possible medical expenses, changes in spending habits, and more. We call out opportunities to customize and highlight firm-specific benefits so you can showcase your value add to clients.
What’s included:
~ 1,000 word customizable article
~ High-res image (choose from a selection)
~ Customizable social post
It’s common for clients to think about how they’ll get income in retirement, particularly when meeting with an advisor. What might be harder to visualize, though, are spending needs. This article looks at how to estimate spending in retirement, using research and best practices. We look at possible medical expenses, changes in spending habits, and more. We call out opportunities to customize and highlight firm-specific benefits so you can showcase your value add to clients.
What’s included:
~ 1,000 word customizable article
~ High-res image (choose from a selection)
~ Customizable social post
