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Horsesmouth Essential: A growing number of older Americans are choosing to work well into their golden years—but even a part-time job can dramatically affect clients' financial plans. Here's how you can help seniors determine whether employment makes financial sense.
A recent Wharton symposium looked at the impact of the graying of the workforce on businesses and employees, including an analysis of the changing benefits for those now approaching retirement.
Your client may be eager to retire early—or even on time—but what if the numbers just don't support the move? It may be time to help your clients "recareer" by exploring options and resources.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025