Mike Baum

Mike Baum is an advanced planning consultant at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. Mike has been with Commonwealth since August 2008 and joined the Advanced Planning team in 2017. As an advanced planning consultant, he acts as a resource for our advisors on issues involving financial planning software and charitable, tax, education, and social security planning. Mike has a BS in business administration from the University of Connecticut School of Business, and he holds the CFP® designation and FINRA Series 7 and 66 securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

4 Steps to Guide Your Clients into Retirement

4 Steps to Guide Your Clients into Retirement

Posted by Mike Baum

December 11, 2018 at 10:00 AM

According to CNBC, 10,000 baby boomers reach retirement age each day. As such, you are likely seeing large portions of your client base transitioning into the retirement distribution phase. Their assets in defined contribution plans will need to be rolled over and managed by a competent professional. Considering the tremendous wealth held in retirement plans (and the fact that boomers number more than 70 million), this represents a significant opportunity for you.

To help you seize this opportunity, here we’ll discuss four steps to guide your clients into retirement. By developing a solid retirement income planning process, you’ll help your clients make their money last and establish yourself as a go-to retirement resource.

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Topics: Retirement Income Planning

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