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Featured Insights
| Vanguard Perspective
Mastering the three stages of retirement planning
When clients think of retirement, they often imagine a single moment: the last day of work. But as experts Mike DiJoseph and Lauren Martinelli emphasize, retirement is not a one-time event—it’s a decades-long journey that demands evolving strategies. For advisors, understanding and guiding clients through the three distinct stages of retirement planning—short-term, medium-term, and long-term—is essential to delivering lasting value.
| Expert Perspective
Help clients retire confidently in unstable markets
As retirement becomes a reality for over 10,000 Americans each day, the demand for thoughtful, personalized financial advice has never been greater. In a recent conversation between Mike DiJoseph and Lauren Martinelli of Vanguard’s Investment Advisory Research Center, the duo explored how advisors can rise to meet this moment.