double exposure of rows of coins with clock and calendar for business and finance background A newly released study by global asset manager Schroders shows almost half of Americans over the age of 45 are concerned about the possibility of outliving their assets. Their concern creates an ideal opportunity for advisors to demonstrate their value.
The right approach to creating income streams will depend on your client’s appetite for risk, their tolerance for uncertainty and their expectations for market returns. Start the conversation by discussing two basic approaches.
1. Safety First Seeks Guaranteed Income Recently popularized by retirement planning expert […]
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