Has Mid-Life Career Transition Made You
Ready for a Life Pivot?
Has Mid-Life Career Transition Made You Ready for a Life Pivot?
A career change or job loss is an important event, but particularly significant when it occurs in mid-life. The time when you are in your 50s or early 60s may represent an important inflection point – personally, professionally and financially.
Is Retirement the Right Choice or Do You Want to Keep Working?
If you are beginning to think about a future that may look different than the past few decades of your professional life, you may have many questions on your mind.
Do I still
like to work?
Some people enjoy remaining engaged in their professional life, even if they can afford to stop working. Others might decide they want to stop working and pursue other interests!
Do I want to
consider a “working retirement”?
You might not be ready to stop working entirely, and want to pursue a new professional passion or work that fits new lifestyle goals.
Am I
financially prepared for what’s next?
You might be ready to leave the world of work, but you want to understand the financial aspects of this important milestone.
Financial Planning and Investment Management for
Mid-Life Professionals in Career Transition
Itineris Financial Advisors provides comprehensive personal financial planning and investment management services to meet the needs of mid-life professionals just like you! We know that everyone’s journey is unique. That’s why we develop a detailed and objective understanding of your situation and empower you with a practical set of options so that you can decide what is right for you. Sometimes, we may identify new goals or options that you may not have considered or even thought possible!
COMPREHENSIVE FINANCIAL PLANNING
We help our clients understand their needs and requirements across the entire financial spectrum, including investment management, retirement planning, risk management (insurance), estate planning, reviewing options for employer-sponsored retirement plans, tax planning, long-term care and healthcare planning, and more. Learn how you’ll benefit from our 7-step financial planning process.
INVESTMENT MANAGEMENT
As we work through your financial plan and cash flow analysis, we evaluate your current investment portfolios and help you implement changes based upon your goals and objectives.
We do not use cookie-cutter portfolios sold by third parties, nor do we rely on others to manage your assets. Each of our clients receives a customized recommendation, prepared by our firm based on your specific circumstances. We then manage this portfolio, adjusting the investments as your life changes or opportunities arise in today’s dynamic financial markets.
Meet our Founder
William (“Bill”) Pollak is the founder of Itineris Financial Advisors. Bill started the firm as a result of his personal experience with career change and other mid-life transitions. Over time, as he met others seeking to define the next chapter of their lives, he was inspired to form a financial advisory practice focused on serving the needs of mid-life professionals embarking on new paths and seeking to feel confident about their financial future.
Insights & Articles
Read the Mid-life Transition Blog
Strategies to Navigate A Challenging Market and Economic Environment
The year’s unusual economic and investment uncertainties have not been witnessed in decades. High inflation, raising interest rates, and declining prices in both the equity and fixed income markets have been painful for investors, [...]
Is The Economy in Recession?
It is not easy to be an investor or an economist these days! The stock and the bond markets have mightily struggled during the first six months of 2022. Almost all of us feel [...]
Why You Will Eventually Be Forced to Withdraw Money from Your Portfolio
Nobody likes surprises, especially when it comes to the subject of money! When I work with mid-life professionals thinking about career transition and/or retirement, they are often surprised to learn that they will eventually [...]