Vanguard's roadmap to financial security: A framework for decision-making in retirement

April 10, 2018

 

Financial security is the ultimate destination for your clients who are either planning to retire or in retirement. And every "expedition" they take can potentially benefit from a roadmap that helps them plot a route to success.

This research paper provides a framework for decision-making in retirement that allows clients to capture their unique priorities and use their financial resources in ways that best align with achieving their goals and mitigating their risks.

Use this paper to:

  • Understand the upside of segmenting retirement into a series of goals rather than focusing on a single goal.
  • Review the potential fundamental and personal risks that clients should consider when planning for retirement.
  • Examine the ways you might leverage clients’ resources to help them meet their retirement goals.

Coming soon: More ways to map clients' retirement plans

Note:

  • All investing is subject to risk, including possible loss of principal.

 

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