As we all know, the U.S. population is hurtling into its golden years as legions of baby boomers hit retirement. The very idea of retirement has been turned on its head. Modern medicine is not only bestowing longevity to more and more people, it is also offering a better quality of life.
With those changes come the challenges now confronting the financial advisory industry. How do financial advisors help their clients plan for a longer, post-main-career life? How do they handle 401(k) plans? Should they? How do they help clients plan for the health care problems that will undoubtedly crop up and, of course, all the myriad estate planning dilemmas? These are just a handful of questions, related not just to retirement, but to the entire well-being of your clients. At On Wall Street, we've come to the realization that your job is to make wealth management personal.
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