June 18, 2016 - Most advisors have spent most of their careers helping their clients accumulate income for retirement. Now with the baby boomers entering retirement, many advisors have to shift their focus to helping their clients manage their spending rather than their savings. This can be a big shift in mentality for both the advisor as well as for their clients entering retirement.

Because we understand this change in mentality can be a difficult transition, we decided to create some guidelines that advisors can use when the conversation shifts from, “How much should I save?”, to “How much should I spend”.

Using these guidelines should help you put your clients at ease when that conversation takes place.

Download the 6 Do’s and Don’ts of Retirement Income Planning.

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