Considering a cyclical lifeline of education, work, re-education, and alternative careers

We are already seeing this trend with our clients. This is why comprehensive financial planning is so much more valuable than just investment management!

“Advisors should start thinking in terms of a cyclical lifeline of education, work, re-education, more work, a sabbatical and a third or fourth career rather than a linear lifeline. It means clients need to diversify skills and occupations and maintain their employment viability as much as they need to diversify their investments.”

Edelman: Nursing Homes, LTC And College Planning Are Toast, So Is Retirement