Not satisfied with "their father's retirement," many near-retirees have transformed the concept of retirement. They have generally good health, a longer life expectancy, and big plans. Good retirement planning has been essential for them, and now so is restructuring and re-assessing those plans. A lot has happened in the financial markets over the pastyear, so make sure you re-acquaint yourself with your clients' retirement plans and help them make the adjustments necessary to strengthen their nest eggs.
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