• / Free eNewsletters & Magazine
  • / My Account
Home>Want to Engage Clients in Retirement Planning? Watch the Words You Use

Want to Engage Clients in Retirement Planning? Watch the Words You Use

Financial Planning News

Thu, 17 Jan 2013

When people hear "financial planning" or "retirement income," they tune out. Try using "lifestyle design" instead to get their attention.

Related Videos

  1. A Longer-Term Outlook on Social Security

    Many workers aren't factoring Social Security into their retirement plans, fearing a massive cut to benefits, but how likely is such an event, and what would it mean for retirees ?

  2. Falk: Immunize Your Retirement Portfolio Before Optimizing

    Focus Consulting's Michael Falk suggests retirees pare down their fixed liabilities in their total portfolio so that they can make their discretionary spending much more manageable.

  3. Fidelity: Retirement Savers Need More Stocks

    Fidelity's target-date fund series shifts more into equities. Plus, the persistent gender gap in investing, and why wealthier retirees feel poorer.

  4. How to Build Your Income Stream

    As yields remain low, today's retirees have to really think out of the box when it comes to building an income stream; noted advisor Harold Evensky and Vanguard's John Ameriks explore practical strategies to obtain income without overstretching for yield.

Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.