Retirement: A Major Life Transition

Bradley, Susan K.
May 2001
Journal of Financial Planning;May2001, Vol. 14 Issue 5, p34
Academic Journal
This article discusses the role of financial planners in helping clients to cope with transition in relation to retirement. The retirement transition is more of an emotional than a financial experience. To start the life planning side of the retirement transition, have your clients put their dreams on paper. Tell them to forget about financial limitations. Life planning has many rewards. Clients become more aware of how they want to live life. They are empowered as they use their assets to achieve what is really meaningful to them. You will know more about your clients and be able to tailor your advice to meet their needs.


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