Your Retirement Asset Drawdown Strategy Should Fit Your Personal Story

In retirement planning, a one-size-fits-all solution isn’t good enough. Many customary ideas that would make sense for one client at or nearing retirement wouldn’t work in the same way for another client who may have different feelings about risk or experiences that leave them valuing money in a different way.

Steve Parrish, co-director of the New York Life Center for Retirement Income, says the key to making the best decisions possible for clients is taking the time to know their personal story. Read more in his column from Forbes.

Invest in your career with a professional designation.

Baby Boomers are retiring at an unprecedented rate, meaning that more and more Americans are facing the challenge of using their investments to maintain their quality of life. For them, the usual investment advice no longer applies. They need the unique strategies you can learn through the three-course Retirement Income Certified Professional® (RICP®) designation program. Help your clients thrive while growing your career.

Learn More