Covid-19 made maximizing retirement income the single most important financial decision of a client’s lifetime. Eyes widen when I share the rate of boomer retirements quadrupled in 2020, relative to 2019, unmooring 350% more “money in motion.”
When Americans need help with their personal finances, they are most likely to seek advice from people around them — or no one at all — rather than from financial professionals, a recent survey finds
