Inflation is above 7% and Russia and Ukraine are at war. Clients who are ready to retire in the next three to six months may be wondering if their financial plans are strong enough to withstand whatever happens next if they stop working now. So how are advisors instructing clients who want to retire in the very near future? Are they shifting portfolios to adjust for current volatility, inflation or new products? And are they telling clients to work longer to wait out the market volatility? We asked several advisors through the Financial Planning Association, XY Planning Network and FiComm Partners. See their responses in the gallery above.
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Sponsored by Allianz Life Insurance Company of North America and Allianz Life Financial Services LLC
Year-end 2024 Tax Topics Checklist