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

Reporter: Brian O'Connell

Publication: InsuranceNewsnet


Deadline: Apr 6, 2017 7:00 pm

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 save the day. I need money managers and financial advisors to offer advice and planning to would-be early retirees. Themes include assessing likely expenses, knowing income sources and access to cash and investments, among others.