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New Financial Planning Tool Positions Planners to Serve Client Needs in

Drastically Changing Demographic, Employment and Retirement Landscape

 

Introducing the Career Asset Management Model

Unprecedented changes in demographic, employment and retirement trends are leading to the emergence of a new asset class, the "career."  Like traditional asset classes of cash, stocks, bonds, and real estate, the career asset class represents the opportunity for clients to acquire additional financial assets. It also offers planners the opportunity to significantly add value by increasing client's potential income, optimizing work/life fit, and extending the life cycle of the career asset.  Read more...