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How to Keep Client Couples' Simultaneous Retirements From Going Wrong
By
Rob Burgess
Features May 19, 2026 at 01:22 PM
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What You Need To Know
- Client couples who leave the workforce at the same time may be surprised when expectations don’t meet reality.
- Advisors with experience in these scenarios say the loss of identity is often the most difficult, unexpected aspect.
- Often, a loss of two incomes at the same time can open up planning opportunities not previously available.
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