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