In his research, gained from working with the boomer generation and helping them plan for those golden years, Edwards has identified three retirement essentials every baby boomer should follow. Advisors can utilize this information as they make appointments with boomers in early 2015.
• Get your annual financial check-up.
How can we possibly forget to do this? Annual check-ups are the number one preventative care tool at our disposal. While many individuals should be meeting more regularly with their financial advisor, everyone should have at least the minimum of an annual visit. Problems creep up and this is often the best way to catch them before it is too late.