The Retirement Misalignment of Couples Elizabeth mentioned her husband would be coming home for good. Justin was an engineer who worked internationally for months at a time. They had a routine when he was away and then when he was home. However, that habitual life was going to change, radically. “Are you both ready for […]
Avoiding the Retirement Identity Trap Part 2 of a 3-part series highlighting some of the key insights from the 2025 Year-End RTA report. Download your copy today for free. Check out Part 1. I am a Vice President of Sales. That is a title I tell people when I am working. What happens when I […]
The Retirement You Want vs. The Life You’re Living Now Part 1 of a 3-part series highlighting some of the key insights from the 2025 Year-End RTA report. Download your copy today for free. Ahhh…retirement life. The time in one’s life where the cares and worries of career are replaced with carefree post-career living. You […]
Structuring the Unstructured: How Retirees Navigate Their New Free Time I asked a financial advisor, “Give me an example of someone who retired and doesn’t know what to do with their time.” Without missing a beat, he replied, “I’ve got a guy who came in last month. He and his wife have a multi-million-dollar plan […]
About 70% of heirs switch advisors. Keeping the “kids” should be on your mind from Day One when your new clients’ children are adults. This article first appeared in Rethinking65. My mom collaborated with a financial advisor for close to 20 years. When he retired, a much younger wealth manager, John, assumed responsibility for her […]
Longevity Risk Isn’t Just About Money—It’s About How You Live We’re all living longer. Yay! That trend will continue. Yay! Yet, while the numbers are hard to define, there are some 6 to 8 million adults 65 and over who live in poverty. An increasing number of people living into their 80s and 90s are […]
Clients who gain clarity about their desired retirement lifestyle are more likely to commit to financial strategies to support it. The article first appeared in Rethinking65. Florence, or Flo to her friends, avoided the discussion of retirement. Divorced and in her early sixties, she knew she should have been thinking about post-career life, yet she […]
I love a good budget and financial tracking spreadsheet. I have one that tracks my monthly expenses and gives my wife and I a solid understanding of our spending. I have become more disciplined because I feel I need to be very disciplined when I hang up the work mouse and replace it with the […]
AI may be better at crunching numbers, but only human advisors can provide the insight needed for meaningful retirement planning. This article first appeared in Rethinking65. I’ve embraced artificial intelligence. It is creating more and more opportunities for me to complete projects and tasks faster. However, with the excitement of the process, it is easy […]
This article first appeared in Rethinking65. Clients who feel socially connected are likely to fare better in many ways, and it could benefit your business, too. Toward the end of 2024, I went back to “corporate world.” As my wife and I planned out 2025, we saw an opportunity for Susan to focus all her […]
