01.14.22
Personalized Advisory Services Essential for Retirement Planning: Cerulli
by: Michael Fischer
For 57% of retirement investors, retirement income planning is among the most important services they want from their advisors, according to a report from Cerulli. Concerns about decumulation and income planning are emerging because of rising health care expenses, Cerulli research found. 45% of retirees in the study consistently cite these costs as the top source of stress. Expenses such as long-term care are significant and can vary substantially depending on the level of service offered, Cerulli said.
Read the full article on Think Advisor