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.