There is no doubt that clients are also excited to reach retirement, just be sure they haven’t put their personal life on layaway and that they have a written plan to replace their work identity, fill their time, stay relevant and connected, as well as mentally and physically active.
Robert Laura is the president of Wealth & Wellness Group, the founder of RetirementProject.org and a pioneer in Certified Retirement Coach training. He can be reached at [email protected].