|
Are you striking the right balance?
As consumers are nearing retirement, balancing financial risk in an ever-changing market can be challenging. And yet everyone has a different appetite for risk. If there's rain in the forecast, some choose to bring an umbrella, while others take their changes. Consumers take a similar approach when it comes to retirement planning; some might be comfortable with market-related risk, while others prefer to place their money in vehicles less exposed to market risk.
Help your clients ensure that their retirement portfolio matches both their goals and comfort level with this questionnaire from North American.
| 
