E. Thomas Foster Jr. is head of strategic relationships for retirement plans for MassMutual.
Where your clients retire may be as important as when and how they retire.
Some savers may need to take some time and action before retirement. How financial advisors can help.
Many people retire sooner than they expect, a fact that financial advisors may want to share with their clients.
How advisors can make it easier for small businesses to implement retirement savings plans for their employees.
Many retirees may face bigger health challenges than they anticipate. Advisors can help.
Advisors who support retirement plans need to reach out to younger workers who have time on their side.
Like carpenters, financial advisors have fundamental tools starting with a risk tolerance analyzer.
When retirees were asked what advice they would pass on to pre-retirees, it was to use a financial advisor.
Advisors, thanks to employers that sponsor benefits, may have an opportunity to build financial literacy.
Financial advisors can sometimes find it difficult to break the ice, especially with new clients and groups.
For advisors, the essence of the argument is that computers have hard drives whereas humans have hearts.
Humor helps financial advisors connect with clients, especially during a retirement presentation.
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