In the News

Title

Advisers need to pick up their game when calculating clients' retirement

Document Type

Article

Publication Date

6-23-2015

Abstract

More and more companies, both traditional financial services firms and robo-advisers, offer retirement calculators but finding one that inspires an effective retirement plan customized to each individual's financial situation has become challenging.One of the most common, if least effective, 'calculators' is having clients come up with an arbitrary number on their own that they can try to reach by their desired retirement age.