Intelligence

So Your Client Wants To Retire Early? Have This Conversation First

Reporter: Brian O'Connell

Publication: InsuranceNewsNet.com

Contact: iq@fullyvested.com

Deadline: Jun 28, 2017 7:00 pm

So Your Client Wants To Retire Early? Have This Conversation First – To millions of Americans, retiring early is the lifestyle Holy Grail. But many who attempt early retirement find the financial burden too tough, and by then it might be too late. That’s where good planning – and a good financial advisor – can carry the day. (Themes include assessing likely expenses, knowing income sources, and access to cash and investments, among others.) – – – Need help from financial, workplace, and retirement experts to comment on key goals to hit before one can retire early, and why they matter so much. Also, what are the biggest mistakes made that get in the way and early retirement – and why? Requirements: Retirement experts, early retirees, financial experts, workplace experts.

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