In the News

Title

Why Should Your Clients Retire When They Are Too Old To Enjoy It

Authors

FA Magazine

Document Type

Article

Publication Date

7-26-2018

Abstract

Wealthfront co-founder Dan Carroll, 36, said the attitudes of clients, particular younger ones, have shifted: “Retirement is no longer the ultimate goal. We want to live enriched lives today rather than waiting to begin life at retirement.”

When the robo-adviser surveyed its clients, more than half listed “take time off to travel” as a top priority, listing it ahead of all other goals except “financial independence” and “early retirement.”

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