Intelligence

What to Do When a Client is Running Out of Money in Retirement

STORY: What to Do When a Client is Running Out of Money in Retirement – Ways to rebound and replenish when a financial advisory client is churning and burning through retirement savings. What steps should the advisor and client take and why? What moves should they avoid? What if it’s too late – what are a client’s options at that point? What are the warning signs that a client is spending too much money in retirement? Requirements: Financial advisors, financial planners, brokers, economists, retirement experts, retirement savers, budget experts.