Involuntarily Retired Clients May Need a Second Act

This week’s article broaches a subject that seems delicate to the author. The idea is the Encore Career. In my experience, many clients actually look forward to the idea of “Rebooting” rather than “Retiring” once they have digested the reason for leaving their primary occupation. We have written extensively on the idea of Encore Careers or Second Acts as a way to keep busy, remain social and do something to feed your soul while slowing down the bleed on your bank account. Click here to explore our own articles on this topic.

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Financial advisors strive to help clients achieve their long-term financial goals—including planning for retirement. But as we’ve all seen in our practices, clients’ dreams of retirement don’t always go as planned.

To learn more about Encore Careers, check out the series below:

Let’s see how UPotential’s planning services can help you reach your potential.