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The recession will end—eventually. But how will this sustained period of economic doldrums affect the mindset of workers and employers in years to come?
Sometimes retirement is forced upon clients—an anxiety-producing development for people who aren't quite financially prepared. Help them by reviewing sources of income like Social Security and unemployment benefits that are available to them now, as well as by offering some career resources that are tailor-made for older workers.
Many people expect to work until 65 or beyond, but circumstances often force them into a much earlier retirement. Could your clients handle that?
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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