Some two decades ago, Annette Martin was working as an administrative assistant at a retirement home in Lancaster County, Pa. Recalling those days, she says she met a lot of people who simply were not financially prepared for retirement. "It was a really nice place, with independent living facilities.... but it was pretty pricey," she says. "People would have to prove they had the assets, and many would come up short."

Some of those who came up short, however, could have had enough with proper planning. It was sad to see, she said, but it also inspired her to seek out a new chapter in her career.

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