Insights & News

March 2012

The Retirement Conversation

Can we retire with confidence when the world is so crazy?

Yesterday, two of our advisors had almost identical phone conversations with prospective clients. One is a physician preparing to retire, and the other a recently-retired corporate executive.

Both callers were expressing a concern that we’ve been hearing constantly in the past year. It goes something like this: “We’re ready to retire, but afraid to. Our house has lost value. Our money market and CDs pay virtually no interest, and stocks have earned us nothing but headaches for years! When we watch the evening news, we can’t sleep from anxiety. Is there any realistic way for us to enjoy this time of our lives and still leave an inheritance for our kids?”

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