Retirement Mind Games

Opiela, Nancy
April 2000
Journal of Financial Planning;Apr2000, Vol. 13 Issue 4, p60
Academic Journal
This article explores the strategies that financial planners use in dealing the emotional issues of retiring clients. Planners with happy retiree clients point out the importance of helping them with goal-setting. One exercise that works well is drafting an ethical will. An ethical will shows a client is frustrated about not spending time with his family. Small business owners have the biggest retirement struggles. For these clients, it is helpful to position retirement as another chapter. As retirement changes, planners remain open to new techniques for dealing with emerging issues.


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