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Nice retirement recommendation entails serving to shoppers acknowledge, reply to, stay with and finally thrive within the face of the massive planning unknowns.
As famous by Jamie Hopkins, the monetary planning professional and CEO of Bryn Mawr Capital Administration, the problem of serving to shoppers enter and navigate retirement is an order of magnitude extra complicated than serving to them save and make investments for it, and it calls for the perfect that advisors can convey to the desk.
Getting the retirement recipe proper will deepen consumer relationships in a method that advantages each the consumer and the advisor, Hopkins stated. Then again, fumbling the transition from work to retirement can undo a lifetime of fine monetary choices and diligent financial savings.
Hopkins supplied this attitude throughout a current webcast placed on by Mutual of Omaha Mortgage, throughout which he reviewed a few of the newest analysis on retirement revenue and supplied added insights from his personal follow and expertise. One key precept Hopkins put ahead is that retirement by its very nature at all times entails a major diploma of uncertainty — and that that’s OK.
See the gallery for a abstract of the important thing insights shared by Hopkins throughout the presentation.
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