Tag Archives: Retirement Planning

What’s Wrong with Promoting “Retirement Services?”

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Many financial advisors specialize in retirement planning and retirement income distribution services. But what if retirement itself is no longer the compelling reason for people to see a financial advisor?

Consider this: Individuals who have great wealth, are inheriting great wealth, and are the future of a financial advisor’s client base don’t actually want to retire. A recent survey from Merrill Edge reveals that 79% of GenXers (1965-1980) don’t think they will retire in the traditional sense and 83% of Millennials (1981-1997) feel they will NEVER retire.

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