Camilla Cornell

Planning and Advice

Five things that can sink your clients’ retirement ship

Most clients dream of cruising off into the sunset in retirement, but the journey is rarely that easy and carefree.

By Camilla Cornell |February 22, 2018

2 min read

Planning and Advice

New Year’s resolutions for retirement planning

The dawn of the new year offers clients an opportunity to rethink and regroup, and to deal with some of those life and financial matters they’ve been avoiding.

By Camilla Cornell |January 18, 2018

2 min read

Planning and Advice

How clients can ramp up their retirement security

When it comes to retirement, many clients fear running out of cash while they still have plenty of living to do.

By Camilla Cornell |December 21, 2017

2 min read

Planning and Advice

Advance planning puts clients ahead of the curve

If aging is the only way to live a long life, as one adage puts it, then clients need to think about the financial, physical and mental changes they will face in retirement.

By Camilla Cornell |November 23, 2017

2 min read

Planning and Advice

Four common obstacles to clients’ retirement plans

Not one of your clients probably aims to live a pinched and circumscribed existence in retirement, but sometimes life gets in the way.

By Camilla Cornell |October 19, 2017

2 min read

Planning and Advice

The cost of living beyond 100

The World Economic Forum recently published a discussion paper titled, “We’ll Live to 100. How Can We Afford It?” It makes the case that, with lifespans increasing and fewer companies providing pension plans, many people may face a retirement savings gap. Here are a few ways your clients can make sure the math works for […]

By Camilla Cornell |September 21, 2017

2 min read

Planning and Advice

Prepare clients for the retirement home stretch

To many clients, retirement may seem a distant dream. Yet as the date looms, they often feel anxious and edgy about these life changes. Are they financially prepared? What will they do with themselves? Here are a few key reminders to share with clients headed into the home stretch, say six to 24 months before […]

By Camilla Cornell |August 24, 2017

2 min read

Planning and Advice

Help clients stretch expenses in retirement

This month’s Global View offers observations on how clients can stretch the money they already have to get the retirement they want.

By Camilla Cornell |July 20, 2017

2 min read

Planning and Advice

5 key reminders for clients

Indeed, the world of investing can be intimidating. But clients who opt for a thoughtful, steady approach will be best-positioned for long-term success.

By Camilla Cornell |June 22, 2017

2 min read