How to Talk With Clients About Saving a Portion of a Raise

Our research shows that a raise can actually make it harder for individuals to stay on track for their retirement goals. This is because they increase their standard of living, but don’t reflect that in their savings. In this framework, we share how you can articulate this tension to your clients and help them establish a revised savings plan.


In this report, you will learn:
  • Ways to tactfully broach the conversation with clients about saving part of their raise
  • Sample conversation starters and talking points
  • Effective rules of thumb for how much of a raise to save and spend
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