How planners can help older clients transition to new jobs

12/13/2011 | Financial Planning

Financial planners with older clients who want or need to launch a new career can help those clients by discussing their values, helping them analyze whether they'll have enough income to meet needs and figuring out which financial instruments the client should use for cash, experts say. Planners can also help by acting as a kind of career coach and providing a judgment-free place for the client to discuss ideas.

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