What You Need to Know

• The author says he emphasizes the need for health and long-term care planning as well as income planning.
• He talks about reverse mortgage and life settlement reviews.
• He also encourages clients to read and join AAA and AARP.

If planned for correctly, retirement is a time when your clients can stop doing what they have to do and start doing what they want to do.

But getting to this point in life requires discipline and a plan.

To live a well-balanced retirement, people must focus on their financial planning, health and long-term care security, and creating a purposeful lifestyle. Overlooking one or more of these priorities will throw retirement into disarray.

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