I'll get back to some of the numbers relating to retirement readiness in my next column. In the meantime, while you are helping your clients figure out how to pay for their retirement, it may be more helpful if you can engage them in some conversations about what a "successful" retirement means to them beyond having money. The rest of their life could be a long time. It would be great if it were as happy a time as the commercials suggest.

Dan Moisand, CFP, is one of America's top independent financial advisors. He has spoken to advisor groups on five continents on topics such as managing investments and navigating tax complexities for retirees; retirement readiness; and most topics relating to the development of the financial planning profession.  He practices in Melbourne, Fla. You can reach him at [email protected].

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