• Working Retirees

    The Bureau of Labor Statistics reports that employees aged 50 or over now make up 28% of the U.S. workforce and that, by 2016, that proportion will rise to 33.5%, or more than one in three. I was pretty amazed at those BLS statistics, that over a quarter of the U.S. workforce is over the […]

  • AARP Financial Guide to Working With Older Clients

    Consumerist offered this gem up the other day, a forty-page document released by the AARP called “A Financial Professional’s Guide to Working With Older Clients” (PDF). The first 18 pages were written for financial professionals and you can probably skip them. As a potential client, on the service provider-client side of the relationship, you could […]