Financial Marketing Agency Blog | Marketing Wiz

Retirees Are Concerned About These Key Expenses

Written by Logan Burgess | Mar 17, 2022 2:00:00 PM

One of the keys to effectively serving your clients is understanding their unique financial needs and concerns. By doing so, firms can foster a sense of partnership with their clients and provide the right guidance for the clients' needs. According to new research, there are two key areas firms should focus on when it comes to addressing their clients' financial concerns: healthcare costs and the possibility of outliving their retirement savings. This article from RIA Intel explains.

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