Many Americans are rethinking the traditional “all-or-nothing” approach to retirement. Instead, “phased retirement” offers a flexible solution, allowing clients to gradually reduce work hours while maintaining some income and health benefits.

This can be achieved through part-time work, consulting arrangements, or even transitioning to a different role within their current company. By understanding phased retirement options and their financial implications, you can become a valuable partner in helping your clients achieve a more secure and fulfilling next chapter of life.

A&A Editorial Team