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Many of your aging clients are looking forward to a fun-filled retirement. But since retirement can now last 20-30+ years, they could get blindsided by increased complexity in the later phases of retirement. This complexity can be caused by declines in physical, cognitive, social, and financial resources.

Dr. Joe Coughlin, director of the MIT AgeLab, calls this stage of retirement the "Navigating Complexity" phase. The client piece below outlines why retirement complexity increases as we age and how to  prepare for it. By sharing and discussing this piece with your clients, they’ll see you as a financial professional who helps them plan for their entire retirement, not just the fun phase.

 

“It’s imperative that today’s advisory practice evolve from a near singular focus on financial security to the new business of longevity planning.”

— Dr. Joseph Coughlin, director of the MIT AgeLab

2021 Medical Billing Statistics, MedData, 2021

 

 

Next Steps

1 Download or order the client piece
2 Share it with clients to help them anticipate increased complexity in retirement
3 Have conversations with clients about the resources outlined in the piece to help them manage complexity in this phase of retirement

 

Help Your Clients Plan for 8,000 Days of Retirement >


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The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

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Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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