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Kimberly Foss calls them “tweeners.” But, no, she’s not referring to those legions of pre-teens who worship Justin Bieber. Instead of the baggy-pants one, Foss, CFP®, founder and president of Empyrion Wealth Management in Roseville, Calif., is talking about baby boomers, mostly in their 50s, who have been displaced from their jobs and are possibly entering a second career. At the same time, they are also contemplating retirement and how they will fund their golden years. “But they don’t have quite enough money for full retirement so they are looking for a way to get a guaranteed income but not take it right now,” Foss says.

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