8 Retirement Planning Priorities for the Rest of 2023

As we approach the last quarter of 2023, there are a number of retirement planning issues you will want to cover with clients. The priorities will vary from client to client depending upon their situation, whether they're in the middle or their careers, approaching retirement or are in partial or full retirement. Regardless of what life stage your client is in, there are retirement planning issues to consider. Check out the gallery for eight client retirement planning priorities for the rest of 2023.