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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.
It's more important than ever for boomers to plan for a second career that matches their skills and lifestyle.
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.
You've built your business around retirement planning—but recent research reveals that more and more boomers are simply not interested in retiring. Here's how to talk to aging clients about rethinking their golden years.
More than they expect, according to experts at Wharton. Here's why people simply aren't socking enough away—as well as several strategies for protecting your clients from falling short during their golden years.
As clients retire, you may find yourself having to evaluate new job opportunities and business start-ups. Be prepared for your role as career counselor with this list of questions and resources that can help clients map out their post-retirement strategy.
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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