Is Your Client Ready for Retirement Reviewed by Momizat on . Many Americans have not saved a sufficient amount to retire comfortably.  Financial advisors can help their clients determine not only when to retire, but also Many Americans have not saved a sufficient amount to retire comfortably.  Financial advisors can help their clients determine not only when to retire, but also Rating: 0
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Is Your Client Ready for Retirement

Posted date: February 07, 2018 In: QuickPress

Many Americans have not saved a sufficient amount to retire comfortably.  Financial advisors can help their clients determine not only when to retire, but also if they should consider working at least part time in their early years in retirement.  Here are a few questions to ask to jumpstart the retirement planning process with clients.

To read the full article in FinancialPlanning, click: Is Your Client Ready for Retirement.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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