Much has been made of how the Great Recession has collectively pushed back the retirement plans of Boomers, and financial planning firms have tried hard to suggest working a few more years to offset lost retirement savings. But what if working longer also made you happier and healthier? A recent survey noted that for adult workers, most cited work-life fit as the main determining factor for whether they were happy in their job, and this only became more so the older workers got. In addition, working helped older Americans stave off boredom, loneliness and lost of a sense of purpose.
The FAQ addresses delays in access to firm mail and not being able to maintain physical certificates with a qualified custodian.
A well-constructed retirement portfolio needs to consider a variety of options depending on the age of the client.
In this "go time" for financial advisors, support from family, friends and colleagues makes all the difference, the CFP says.
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